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  2. Simon Financial Group LLC

Filings through Oct 24, 2026.

Simon Financial Group LLC

EIN 46-3096026-financial services-Latest filing 2025
Plans
1
Retirement
1
$158K assets
Health & Benefits
0
Participants
3
42 E MAIN ST STE 204 - FREEHOLD, NJ 077282298732-767-6051saulsimon.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$158K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SIMON FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$158K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SIMON FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST401(k)$158K32025
  • SIMON FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST$158K
    #001 · 401(k) · 20253
Retirement plans
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