Original filing (PDF)20251007152329NAL0008187984001

Simon Compliance, LLC

Name: Simon Compliance, LLC — Simon Compliance, LLC Cash, Form 5500 (2024)
Creator: Simon Compliance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simon Compliance, LLC Cash Balance Plan

Defined-benefit pension plan · Simon Compliance, LLC's Simon Compliance, LLC Cash Balance Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Lindsey Simon signed Simon Compliance, LLC's 2024 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 002

Plan year 2024

ACK ID 20251007152329NAL0008187984001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Simon Compliance, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMON COMPLIANCE, LLC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score