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Original filing (PDF)20250709173750NAL0013513234001
SIMON & SIMON, P.C.
Form 5500-SF
FILING_RECEIVED
SIMON & SIMON, P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
133
Accounts w/ balance
120
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
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 & SIMON, P.C..
Plan sponsor
Name
SIMON & SIMON, P.C.
EIN
27-1330426
Address
18 CAMPUS BLVD. - SUITE 100 · NEWTOWN SQUARE, PA · 19073
Phone
(215) 467-4666
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
2025-07-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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
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