Sponsor portfolio
SIMON EQUITY PARTNERS, LLC
EIN 20-5663352venture capital & private equityLatest filing 2025
Plans
1
Retirement
1
$7K assets
Welfare
0
Participants
3
801 LARKSPUR LANDING CIRCLE - LARKSPUR, CA 94939317-575-1839simonequity.comLinkedIn1-10 employeesventure capital & private equity
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 | |
|---|---|---|---|---|---|---|
| 002 | SIMON EQUITY PARTNERS 401(K) PLAN | 401k | $7K | 3 | 2025 |
Retirement plans