How big is Simon Group's plan?

Simon Group's plan reported $52K in assets and 10 participants for 2024.

Original filing (PDF)20250704050611NAL0000453843001

Simon Group

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

Form 5500-SF

FILING_RECEIVED

Simon Group, LLC

401(k) retirement plan · Simon Group's Simon Group, LLC held $52K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$52K

Net assets (EOY)

$52K

People on this filing

LISA Simon signed Simon Group's 2024 Form 5500 as plan administrator.

LISA Simon — 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

Simon Group's EIN is 88-0984208.

EIN 88-0984208

Plan number 001

Plan year 2024

ACK ID 20250704050611NAL0000453843001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Simon Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 GROUP.

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SIMON GROUP

EIN

all filings

Address

43442 MOUNTCASTLE DR · CHANTILLY, VA · 20152

Phone

(202) 236-8596

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-03-01

Tax period

2024-12-31

Filed

2025-07-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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