How big is Simon Lever, LLC's plan?

Simon Lever, LLC's plan reported $13.6M in assets and 76 participants for 2024.

Original filing (PDF)20250904114046NAL0027318992001

Simon Lever, LLC

Name: Simon Lever, LLC — Simon Lever, LLC 401(k) Plan, Form 5500 (2024)
Creator: Simon Lever, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simon Lever, LLC 401(k) Plan

401(k) retirement plan · Simon Lever, LLC's Simon Lever, LLC 401(k) Plan held $13.6M in plan assets for 76 participants in 2024.

Active participants

Accounts w/ balance

101

Plan assets (EOY)

$13.6M

Net assets (EOY)

$13.6M

People on this filing

Jason McDougall signed Simon Lever, LLC's 2024 Form 5500 as plan administrator.

Jason McDougall — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Simon Lever, LLC's EIN is 23-1692578.

EIN 23-1692578

Plan number 002

Plan year 2024

ACK ID 20250904114046NAL0027318992001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simon Lever, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simon Lever, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMON LEVER, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score