Original filing (PDF)20250827110137NAL0009483697001

SIMON, PERAGINE, SMITH & REDFEARN, L.L.P.

Name: SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. — SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: SIMON, PERAGINE, SMITH & REDFEARN, L.L.P.

Form 5500-SF

FILING_RECEIVED

SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 SIMON, PERAGINE, SMITH & REDFEARN, L.L.P..

Plan sponsor

Name

SIMON, PERAGINE, SMITH & REDFEARN, L.L.P.

EIN

72-0859959

Address

1100 POYDRAS ST., 30TH FLOOR · NEW ORLEANS, LA · 701633000

Phone

(504) 569-2030

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-27

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

LIAN ZARROW

LIAN ZARROW 401(K) PROFIT SHARING PLAN

$2.9M · 4 participants

MILLER AND WAGNER, LLP

MILLER & WAGNER, LLP CASH BALANCE PLAN

$2.9M · 9 participants

OFFUTT SIMMONS SIMONTON PLLC

OFFUTT SIMMONS SIMONTON PLLC RETIREMENT PLAN

$2.9M · 17 participants

BOYLE, PECHARICH, CLINE, ETAL

BOYLE, PECHARICH, CLINE, WHITTINGTON & STALLINGS, PLLC

$2.9M · 12 participants

PATRICK J. FILAN, P.C.

PATRICK J. FILAN, P.C. DEFINED BENEFIT PLAN