How big is Simon & Simon Financial LLC's plan?

Simon & Simon Financial LLC's plan reported $52K in assets and 5 participants for 2025.

Original filing (PDF)20260422220612NAL0009060130091

Simon & Simon Financial LLC

Name: Simon & Simon Financial LLC — Simon & Simon, Form 5500 (2025)
Creator: Simon & Simon Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simon & Simon Financial LLC 401(k) Plan

401(k) retirement plan · Simon & Simon Financial LLC's Simon & Simon Financial LLC 401(k) Plan held $52K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$52K

Net assets (EOY)

$52K

Plan identifiers

Simon & Simon Financial LLC's EIN is 46-3127110.

EIN 46-3127110

Plan number 001

Plan year 2025

ACK ID 20260422220612NAL0009060130091

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Simon & Simon Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Simon & Simon Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 SIMON & SIMON FINANCIAL 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score