How big is Simon LEVI Company, Ltd.'s plan?

Simon LEVI Company, Ltd.'s plan reported $4.0M in assets and 6 participants for 2024.

Original filing (PDF)20250820143114NAL0005751648001

Simon LEVI Company, Ltd.

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

Form 5500-SF

FILING_RECEIVED

Simon LEVI Company, Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · Simon LEVI Company, Ltd.'s Simon LEVI Company, Ltd. 401(k) Profit Sharing Plan held $4.0M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Paul Bradley signed Simon LEVI Company, Ltd.'s 2024 Form 5500 as plan administrator.

Paul Bradley — 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 LEVI Company, Ltd.'s EIN is 95-0932970.

EIN 95-0932970

Plan number 002

Plan year 2024

ACK ID 20250820143114NAL0005751648001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Simon LEVI Company, Ltd.'s plan includes profit-sharing, a 401(k) feature, life insurance.

Decision-maker contacts

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

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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