How big is Bryce Simon's plan?

Bryce Simon's plan reported $102K in assets and 3 participants for 2023.

Original filing (PDF)20241015075818NAL0055144834001

Bryce Simon

Name: Bryce Simon — Simon Financial Services Retirement, Form 5500 (2023)
Creator: Bryce Simon
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simon Financial Services Retirement Plan

401(k) retirement plan · Bryce Simon's Simon Financial Services Retirement Plan held $102K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

People on this filing

Bryce Simon signed Bryce Simon's 2023 Form 5500 as plan administrator.

Bryce 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

Bryce Simon's EIN is 32-0379213.

EIN 32-0379213

Plan number 001

Plan year 2023

ACK ID 20241015075818NAL0055144834001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Bryce Simon's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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