How big is Collier Simon, Inc.'s plan?

Collier Simon, Inc.'s plan reported $4.6M in assets and 43 participants for 2024.

Original filing (PDF)20251015101249NAL0005919264001

Collier Simon, Inc.

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

Form 5500-SF

FILING_RECEIVED

Collier Simon, Inc. 401(k) Plan

401(k) retirement plan · Collier Simon, Inc.'s Collier Simon, Inc. 401(k) Plan held $4.6M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan identifiers

Collier Simon, Inc.'s EIN is 26-2172721.

EIN 26-2172721

Plan number 001

Plan year 2024

ACK ID 20251015101249NAL0005919264001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Collier Simon, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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