Back to filter
Original filing (PDF)20250506170505NAL0021016882001
SIMON ACADEMICS, LLC
Form 5500-SF
FILING_RECEIVED
SIMON ACADEMICS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMON ACADEMICS, LLC.
Plan sponsor
Name
SIMON ACADEMICS, LLC
EIN
26-4322254
Address
31001 PALOMARES RD. · CASTRO VALLEY, CA · 94552
Phone
(510) 912-1212
Industry
Educational 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
2025-05-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Educational Services plans
QUEST ACADEMY CHARTER SCHOOL
QUEST ACADEMY CHARTER SCHOOL 403(B) PLAN
$1.1M · 11 participants
BRIGHTLANE LEARNING DBA SCHOOL ON WHEELS CORP.
BRIGHTLANE LEARNING DBA SCHOOL ON WHEELS CORP. 401(K) PLAN
$1.1M · 43 participants
ASCENSION ACADEMY
ASCENSION ACADEMY 401(K) PLAN
$1.1M · 14 participants
JOE KUBERT SCHOOL OF CARTOON & GRAPHIC ART
JOE KUBERT SCHOOL OF CARTOON & GRAPHIC ART 401(K) PROFIT SHARING PLAN AND TRUST
$1.1M · 20 participants
DISCOVERING ME DAY CARE CENTER, INC.
DISCOVERING ME DAY CARE CENTER401K
$1.1M · 11 participants
EAST BAY MONTESSORI
EAST BAY MONTESSORI RETIREMENT PLAN
$1.1M · 20 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B