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Sponsor portfolio

MCGARRY AND SIMON

EIN 13-3339623-law practice-Latest filing 2025
Plans
2
Retirement
2
$735K assets
Welfare
0
Participants
4
260 MADISON AVE 15TH FL - NEW YORK, NY 10016212-867-1238wsimonlaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#002401k-$380K - 2 part#001ProfitSharing-$355K - 2 part

Retirement portfolio analytics

2 plans aggregated / $735K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • AND SIMON 401(K) (#002)52%
  • PROFIT SHARING PLAN (#001)48%
Total $735KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND SIMON 401(K) (#002)2
  • PROFIT SHARING PLAN (#001)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MCGARRY AND SIMON 401(K) PLAN

401k

Assets$380K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MCGARRY AND SIMON PROFIT SHARING PLAN

ProfitSharing

Assets$355K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MCGARRY AND SIMON 401(K) PLAN401k$380K22025
001MCGARRY AND SIMON PROFIT SHARING PLANProfitSharing$355K22025
Retirement plans
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