How big is Simon Compliance, LLC's plan?

Simon Compliance, LLC's plan reported $876K in assets and 3 participants for 2023.

Original filing (PDF)20240830215608NAL0015080417001

Simon Compliance, LLC

Name: Simon Compliance, LLC — Simon Compliance, LLC 401(k), Form 5500 (2023)
Creator: Simon Compliance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simon Compliance, LLC 401(k) Plan

401(k) retirement plan · Simon Compliance, LLC's Simon Compliance, LLC 401(k) Plan held $876K in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$876K

Net assets (EOY)

$876K

People on this filing

Lindsey Simon signed Simon Compliance, LLC's 2023 Form 5500 as plan administrator.

Lindsey Simon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Simon Compliance, LLC's EIN is 27-3311212.

EIN 27-3311212

Plan number 001

Plan year 2023

ACK ID 20240830215608NAL0015080417001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Simon Compliance, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Simon Compliance, LLC'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 COMPLIANCE, 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