Original filing (PDF)20251014151301NAL0001595731002

THEODORE SIMON ESQUIRE

Name: THEODORE SIMON ESQUIRE — THEODORE SIMON ESQUIRE SERP DELAWARE TRUST COMPANY TRUSTEE, Form 5500 (2024)
Creator: THEODORE SIMON ESQUIRE

Form 5500-SF

FILING_RECEIVED

THEODORE SIMON ESQUIRE SERP DELAWARE TRUST COMPANY TRUSTEE

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THEODORE SIMON ESQUIRE.

Plan sponsor

Name

THEODORE SIMON ESQUIRE

EIN

23-2088468

Address

1600 MARKET STREET · SUITE 2500 · PHILADELPHIA, PA · 19103

Phone

(215) 563-5550

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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