How big is Simon & Simon, P.C.'s plan?

Simon & Simon, P.C.'s plan reported $3.8M in assets and 133 participants for 2024.

Original filing (PDF)20250709173750NAL0013513234001

Simon & Simon, P.C.

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

Form 5500-SF

FILING_RECEIVED

Simon & Simon, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Simon & Simon, P.C.'s Simon & Simon, P.C. 401(k) Profit Sharing Plan held $3.8M in plan assets for 133 participants in 2024.

Signals · 1

No auditor on file

Active participants

133

Accounts w/ balance

120

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Simon & Simon, P.C.'s EIN is 27-1330426.

EIN 27-1330426

Plan number 001

Plan year 2024

ACK ID 20250709173750NAL0013513234001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Simon & Simon, P.C.'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 & SIMON, P.C..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score