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Original filing (PDF)20251003082427NAL0000723987001
SIMON & SIMON, P.C.
Form 5500
FILING_RECEIVED
SIMON & SIMON GROUP MEDICAL PLAN
Health & welfare plan
Signals · 3
100% in single holding~23599 bps in Sched C feesNo recordkeeper disclosed
Active participants
111
Accounts w/ balance
—
Plan assets (EOY)
$46K
Net assets (EOY)
$46K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "UMB Financial Corporation Checking account, Annual Percentage Yield Earned of 2.78%" is 100% of plan.
- 23599 bps in Schedule C fees — 14836% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
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
—
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
MAILLIE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL PHILADELPHIA | 84-3134502 | — | BROKER | $53K | — |
| THE BENECON GROUP LLC | 23-1315351 | — | BROKER | $25K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENCE ADMINISTRATORS | 23-2184623 | — | ADMIN | $22K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $7K | — |
Investments
1 direct security· $46K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| UMB Financial Corporation Checking account, Annual Percentage Yield Earned of 2.78% | — | — | $46K | $46K | 100.0% |
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