David McRae signed Simon & Simon, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Simon & Simon, P.C.'s EIN is 27-1330426.
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)Simon & Simon, P.C.'s plan includes health coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL PHILADELPHIA | 84-3134502 | — | BROKER | $53K | — |
| THE BENECON GROUP LLC | 23-1315351 | — | BROKER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENCE ADMINISTRATORS | 23-2184623 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| UMB Financial Corporation Checking account, Annual Percentage Yield Earned of 2.78% | Bonds / Notes | — | $46K | $46K | 100.0% |
| — |
| ADMIN |
| $22K |
| — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $7K | — |
