How big is Simon Academics, LLC's plan?

Simon Academics, LLC's plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20250506170505NAL0021016882001

Simon Academics, LLC

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

Form 5500-SF

FILING_RECEIVED

Simon Academics, LLC 401(k) Plan

401(k) retirement plan · Simon Academics, LLC's Simon Academics, LLC 401(k) Plan held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Simon Academics, LLC's EIN is 26-4322254.

EIN 26-4322254

Plan number 001

Plan year 2024

ACK ID 20250506170505NAL0021016882001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Simon Academics, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

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