How big is Simon Brothers, LLC's plan?

Simon Brothers, LLC's plan reported $595K in assets and 65 participants for 2024.

Original filing (PDF)20250512090959NAL0012553987001

Simon Brothers, LLC

Name: Simon Brothers, LLC — Simon Brothers 401(k) Plan, Form 5500 (2024)
Creator: Simon Brothers, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simon Brothers 401(k) Plan

401(k) retirement plan · Simon Brothers, LLC's Simon Brothers 401(k) Plan held $595K in plan assets for 65 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$595K

Net assets (EOY)

$595K

Plan identifiers

Simon Brothers, LLC's EIN is 87-3927059.

EIN 87-3927059

Plan number 001

Plan year 2024

ACK ID 20250512090959NAL0012553987001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simon Brothers, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simon Brothers, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off