Original filing (PDF)20250904084346NAL0033398818001

THE SIMON LAW FIRM, P. C.

Name: THE SIMON LAW FIRM, P. C. — THE SIMON LAW FIRM, P.C. 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: THE SIMON LAW FIRM, P. C.

Form 5500-SF

FILING_RECEIVED

THE SIMON LAW FIRM, P.C. 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.1M

Net assets (EOY)

$11.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE SIMON LAW FIRM, P. C..

Plan sponsor

Name

THE SIMON LAW FIRM, P. C.

EIN

43-1946323

Address

1001 HIGHLANDS PLAZA DRIVE · SUITE 300 · ST. LOUIS, MO · 63110

Phone

(314) 241-2929

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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