Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SIMON ACADEMICS, LLC
EIN 26-4322254higher educationLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
6
31001 PALOMARES RD. - CASTRO VALLEY, CA 94552510-912-1212simonabc.comLinkedIn1-10 employeeshigher education
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 6 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 ACADEMICS, LLC 401(K) PLAN
401k
Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SIMON ACADEMICS, LLC PENSION PLAN
CashBalance
Assets$534K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIMON ACADEMICS, LLC 401(K) PLAN | 401k | $1.3M | 3 | 2025 | |
| 002 | SIMON ACADEMICS, LLC PENSION PLAN | CashBalance | $534K | 3 | 2025 |
Retirement plans