· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE SIMONS FIRM, LLP — SIMONS FIRM, LLP, THE 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250722151857NAL0006486578001
THE SIMONS FIRM, LLP
Form 5500-SF
FILING_RECEIVED
SIMONS FIRM, LLP, THE 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
9
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE SIMONS FIRM, LLP
.
Find decision makers
Plan sponsor
Name
THE SIMONS FIRM, LLP
EIN
85-0475122
Address
1660 OLD PECOS TRAIL, SUITE A · P.O. BOX 5333 · SANTA FE, NM · 875025333
Phone
(505) 988-5600
Industry
Law Offices
· Professional & Technical Services
see 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
2025-07-22
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
HANCOCK, DANIEL & JOHNSON, P.C.
HANCOCK, DANIEL & JOHNSON, P.C. CASH BALANCE PENSION PLAN
$2.3M · 37 participants
DIBERARDINO MCGOVERN IP GROUP LLC
DIBERARDINO MCGOVERN IP GROUP LLC 401(K) PROFIT SHARING PLAN
$2.3M · 4 participants
RUEL RUEL BURNS FELDMAN & BRITT, LLC
RUEL RUEL BURNS FELDMAN & BRITT, LLC 401(K) PLAN
$2.3M · 8 participants
BURNS, WALL AND MUELLER, PC
BURNS, WALL AND MUELLER, P.C. 401K PROFIT SHARING PLAN AND TRUST
$2.3M · 3 participants
LAW OFFICES OF SUSAN FORTINO-BROWN, LLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LAW OFFICES OF SUSAN FORTINO-BROWN EMPLOYEES SAVINGS PLAN AND TRUST
$2.3M · 7 participants
LARSON JOHNSON, P.L.
LARSON JOHNSON, P.L. P/S 401(K) PLAN
$2.3M · 5 participants
Large plans in New Mexico
LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC
LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST
$10.2B
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS SAVINGS AND INCOME PLAN
$7.2B · 15,950 participants
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS RETIREMENT INCOME PLAN
$6.2B · 3,118 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED BENEFIT PENSION PLAN
$5.6B · 1,851 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED CONTRIBUTION PLANS MASTER TRUST
$3.3B
TRIAD NATIONAL SECURITY, LLC
TRIAD 401(K) RETIREMENT PLAN
$2.5B · 12,888 participants
