How big is Simon Bros' plan?

Simon Bros' plan reported $720K in assets and 7 participants for 2024.

Original filing (PDF)20250716080454NAL0006411522001

Simon Bros

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

Form 5500-SF

FILING_RECEIVED

Simon Brothers 401(k) Plan

401(k) retirement plan · Simon Bros' Simon Brothers 401(k) Plan held $720K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$720K

Net assets (EOY)

$720K

People on this filing

TAMI Mallory signed Simon Bros' 2024 Form 5500 as plan administrator.

TAMI Mallory — 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 Bros' EIN is 93-1246512.

EIN 93-1246512

Plan number 001

Plan year 2024

ACK ID 20250716080454NAL0006411522001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Simon Bros' plan includes profit-sharing, 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 BROS.

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Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Plan sponsor

Name

SIMON BROS

EIN

all filings

Address

PO BOX 355 · MERRILL, OR · 976330355

Phone

(541) 884-4164

Industry

Agriculture, Forestry, Fishing, Hunting

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

2025-07-16

Pension benefit codes

2E · Profit-sharing

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

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