Sponsor portfolio
SIMON QUICK ADVISORS, LLC
EIN 14-1909645investment managementLatest filing 2025
Plans
1
Retirement
1
$19.5M assets
Welfare
0
Participants
115
360 MT. KEMBLE AVENUE - MORRISTOWN, NJ 07960973-525-1000simonquickadvisors.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIMON QUICK ADVISORS 401K PLAN | 401k | $19.5M | 115 | 2025 |
Retirement plans