PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CHARLES SIMEON TRUST
Sponsor portfolio

CHARLES SIMEON TRUST

EIN 36-7342471-religious institutions-Latest filing 2025
Plans
1
Retirement
1
$233K assets
Welfare
0
Participants
15
5649 S BLACKSTONE AVE 3 S, PO BOX 15212 - CHICAGO, IL 60637408-896-2516simeontrust.orgLinkedIn11-50 employeesreligious institutions
Plans on this EIN
1 filing
#001403b-$233K - 15 part

Plan 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#001

CHARLES SIMEON TRUST 403(B) RETIREMENT PLAN

403b

Assets$233K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHARLES SIMEON TRUST 403(B) RETIREMENT PLAN403b$233K152025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica