Howard Simon

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

104

Active participants

26,437

Total plan assets

$2.2B

Filings (rows)

104

Direct comp

$2.0M

Indirect comp

$308K

Aggregating 5 name variants under "HOWARD SIMON"

Click a variant to view it alone

HOWARD SIMON & ASSOCIATES96 HOWARD SIMON AND ASSOCIATES3 HOWARD SIMON & ASSOC2 HOWARD SIMON & ASSOCS2 HOWARD SIMON ASSOCS1

SERVICES PROVIDED

Other service providers60

TPA / Administrator40

Recordkeeper4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Bartlit BECK LLP Bartlit BECK LLP 401(k) Plan and Trust · all filings	CHICAGO, IL	Other service providers	168	$99.7M	$81K	$0
Swanson, Martin & Bell, LLP Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan · all filings	CHICAGO, IL	Other service providers	190	$93.4M	$49K	$0
Bartlit BECK LLP Bartlit BECK LLP 401(k) Plan and Trust · all filings	CHICAGO, IL	Other service providers	168	$87.1M	$67K	$0
Swanson, Martin & Bell, LLP Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan · all filings	CHICAGO, IL	Other service providers	187	$80.7M	$36K	$0
Uropartners, LLC Uropartners, LLC 401(k) Profit Sharing Plan · all filings	WESTCHESTER, IL	TPA / Administrator	384	$75.2M	$27K	$0
Swanson, Martin & Bell, LLP Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan · all filings	CHICAGO, IL	Other service providers	173	$73.1M	$60K	$0
Bartlit BECK LLP Bartlit BECK LLP 401(k) Plan and Trust · all filings	CHICAGO, IL	Other service providers	169	$71.4M	$70K	$0
Chicago Tube and Iron Company Chicago Tube and Iron Co. Employees' Profit Sharing & 401(k) Savings Plan · all filings	ROMEOVILLE, IL	Other service providers	341	$59.6M	$52K	$0
Otto Engineering, Inc. Otto Engineering, Inc. 401(k) Savings and Retirement Plan · all filings	CARPENTERSVILLE, IL	TPA / Administrator	531	$57.7M	$3K	$5K
Chicago Tube and Iron Company Chicago Tube and Iron Co. Employees' Profit Sharing & 401(k) Savings Plan · all filings	ROMEOVILLE, IL	Other service providers	341	$53.9M	$52K	$0
Weaver Consultants Group, LLC Weaver Companies 401(k) Plan · all filings	CHICAGO, IL	TPA / Administrator	608	$48.7M	$4K	$5K
Chicago Tube and Iron Company Chicago Tube and Iron Co. Employees' Profit Sharing & 401(k) Savings Plan · all filings	ROMEOVILLE, IL	Other service providers	338	$47.3M	$62K	$0
Otto Engineering Incorporated Otto Engineering 401(k) Savings and Retirement Plan · all filings	CARPENTERSVILLE, IL	TPA / Administrator	486	$47.1M	$5K	$5K
Michael Lewis Company Michael Lewis Company 401(k) Plan · all filings	MCCOOK, IL	Recordkeeper	211	$44.7M	$51K	$0
Weaver Consultants Group, LLC Weaver Companies 401(k) Plan · all filings	CHICAGO, IL	TPA / Administrator	549	$43.1M	$7K	$10K
Michael Lewis Company Michael Lewis Company 401(k) Plan · all filings	MCCOOK, IL	Recordkeeper	191	$39.2M	$42K	$0
Codilis & Associates, P.C. Codilis & Associates, P. C. 401(k) Profit Sharing Plan · all filings	BURR RIDGE, IL	Other service providers	293	$37.2M	$5K	$13K
Weaver Consultants Group, LLC Weaver Companies 401(k) Plan · all filings	CHICAGO, IL	TPA / Administrator	465	$34.7M	$5K	$10K
Michael Lewis Company Michael Lewis Company 401(k) Plan · all filings	MCCOOK, IL	Recordkeeper	151	$33.9M	$43K	$0
Indeck Energy Services, Inc. Indeck Energy Services, Inc. and Affiliated Employers 401(k) Plan · all filings	BUFFALO GROVE, IL	TPA / Administrator	158	$32.3M	$0	$15K
International Services, Inc. International Services, Inc. 401(k) Plan · all filings	ARLINGTON HEIGHTS, IL	TPA / Administrator	623	$32.2M	$0	$5K
Codilis & Associates, P.C. Codilis & Associates, P. C. 401(k) Profit Sharing Plan · all filings	BURR RIDGE, IL	Other service providers	301	$30.9M	$21K	$0
Uropartners, LLC Uropartners, LLC 401(k) Profit Sharing Plan · all filings	WESTCHESTER, IL	TPA / Administrator	408	$28.8M	$34K	$0
Indeck Energy Services, Inc. Indeck Energy Services, Inc. and Affiliated Employers 401(k) Plan · all filings	BUFFALO GROVE, IL	TPA / Administrator	160	$28.6M	$0	$16K
International Services, Inc. International Services, Inc. 401(k) Plan · all filings	ARLINGTON HEIGHTS, IL	TPA / Administrator	520	$28.2M	$0	$10K

1–25 of 104

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