Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SIMON AGENCY NY, INC.
EIN 11-2535445insuranceLatest filing 2024
Plans
3
Retirement
3
$5.9M assets
Welfare
0
Participants
193
14 FRONT STREET, SUITE 201 - HEMPSTEAD, NY 11550516-593-2700simonagencyny.comLinkedIn11-50 employeesinsurance
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $5.9M assets / 193 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SIMON AGENCY NY, INC 401K PLAN
401k
Assets$3.6M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SIMON AGENCY NY, INC. CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SIMON AGENCY NY, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$488K
Participants75
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIMON AGENCY NY, INC 401K PLAN | 401k | $3.6M | 78 | 2024 | |
| 003 | SIMON AGENCY NY, INC. CASH BALANCE PLAN | CashBalance | $1.9M | 40 | 2024 | |
| 002 | SIMON AGENCY NY, INC. PROFIT SHARING PLAN | ProfitSharing | $488K | 75 | 2024 |
Retirement plans