Original filing (PDF)20240923200138NAL0024444114001

SIMONS, FRANK & CO.

Name: SIMONS, FRANK & CO. — SFCO 401(K) PLAN, Form 5500 (2023)
Creator: SIMONS, FRANK & CO.

Form 5500-SF

FILING_RECEIVED

SFCO 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

120

Accounts w/ balance

Plan assets (EOY)

$410K

Net assets (EOY)

$410K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMONS, FRANK & CO..

Plan sponsor

Name

SIMONS, FRANK & CO.

EIN

47-2296052

Address

56 SOUTH 2ND STREET · PHILADELPHIA, PA · 19106

Phone

(215) 925-4471

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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