How big is Robert E. Simon Jr. Childrens' plan?

Robert E. Simon Jr. Childrens' plan reported $955K in assets and 19 participants for 2025.

Original filing (PDF)20260519152655NAL0001150065001

Robert E. Simon Jr. Childrens

Name: Robert E. Simon Jr. Childrens — Robert E. Simon Jr., Form 5500 (2025)
Creator: Robert E. Simon Jr. Childrens
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert E. Simon Jr. Childrens 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Robert E. Simon Jr. Childrens' Robert E. Simon Jr. Childrens 401(k) Profit Sharing Plan & Trust held $955K in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$955K

Net assets (EOY)

$955K

People on this filing

Robin Dougherty signed Robert E. Simon Jr. Childrens' 2025 Form 5500 as plan administrator.

Robin Dougherty — 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

Robert E. Simon Jr. Childrens' EIN is 54-1477461.

EIN 54-1477461

Plan number 001

Plan year 2025

ACK ID 20260519152655NAL0001150065001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Robert E. Simon Jr. Childrens from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Robert E. Simon Jr. Childrens' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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