Original filing (PDF)20251003130355NAL0000866787001

LISA M. SIMONE, ATTORNEY AT LAW, A PROFESSIONAL CORPORATION

Name: LISA M. SIMONE, ATTORNEY AT LAW, A PROFESSIONAL CORPORATION — LISA M. SIMONE, ATTORNEY AT LAW, A PROFESSIONAL CORPORATION 401(K) PLAN, Form 5500 (2024)
Creator: LISA M. SIMONE, ATTORNEY AT LAW, A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

LISA M. SIMONE, ATTORNEY AT LAW, A PROFESSIONAL CORPORATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$637K

Net assets (EOY)

$637K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LISA M. SIMONE, ATTORNEY AT LAW, A PROFESSIONAL CORPORATION.

Plan sponsor

Name

LISA M. SIMONE, ATTORNEY AT LAW, A PROFESSIONAL CORPORATION

EIN

45-4921862all filings

Address

400 N. TUSTIN AVENUE, SUITE 300 · SANTA ANA, CA · 92705

Phone

(714) 667-0500

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator