Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THEODORE SIMON ESQUIRE
EIN 23-2088468Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
3
Retirement
3
$5.1M assets
Welfare
0
Participants
3
1600 MARKET STREET, SUITE 2500 - PHILADELPHIA, PA 19103215-563-5550
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $5.1M assets / 3 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#002
THEODORE SIMON ESQUIRE PSRP CB&T TRUSTEE
401k
Assets$2.6M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THEODORE SIMON ESQUIRE MPPP CB&T TRUSTEE
MoneyPurchase
Assets$1.3M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THEODORE SIMON ESQUIRE SERP DELAWARE TRUST COMPANY TRUSTEE
401k
Assets$1.2M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THEODORE SIMON ESQUIRE PSRP CB&T TRUSTEE | 401k | $2.6M | 1 | 2024 | |
| 003 | THEODORE SIMON ESQUIRE MPPP CB&T TRUSTEE | MoneyPurchase | $1.3M | 1 | 2024 | |
| 001 | THEODORE SIMON ESQUIRE SERP DELAWARE TRUST COMPANY TRUSTEE | 401k | $1.2M | 1 | 2024 |
Retirement plans