Sponsor portfolio
PSIMER AND ASSOCIATES
EIN 61-1031393financial servicesLatest filing 2025
Plans
2
Retirement
1
$8.3M assets
Welfare
1
Participants
28
2533 LOCKIN ROAD, SUITE 200 - LEXINGTON, KY 40503859-278-9561psimer.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PSIMER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$8.3M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
PSIMER AND ASSOCIATES CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PSIMER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $8.3M | 21 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PSIMER AND ASSOCIATES CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans