Original filing (PDF)20250304113824NAL0011839392001

SIMON BRECHER & COMPANY, L.P.

Name: SIMON BRECHER & COMPANY, L.P. — SIMON BRECHER & CO. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SIMON BRECHER & COMPANY, L.P.

Form 5500-SF

FILING_RECEIVED

SIMON BRECHER & CO. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 BRECHER & COMPANY, L.P..

Plan sponsor

Name

SIMON BRECHER & COMPANY, L.P.

EIN

83-2987384

Address

410 MONMOUTH AVENUE · SUITE 401 · LAKEWOOD, NJ · 08701

Phone

(732) 905-7879

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

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