Filings through .
Howard Simon & Associates, Inc.
Matched across 15 name variants in the filings
Howard Simon & Associates, Inc. summary
Howard Simon & Associates, Inc. appears on 20 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $542M in assets for 8,353 participants. The median client plan holds $15.8M. Most client plans are sponsored in IL, CA and FL. The largest clients by plan assets are Swanson, Martin & Bell, LLP, Bartlit Beck LLP and Chicago Tube and Iron Company. Plans reported $598K in direct and indirect compensation paid to Howard Simon & Associates, Inc.. The median is $25K per plan.
- Participants
- 8,353
- Median plan assets
- $15.8M
- Median plan participants
- 297
- Median fees per plan
- $25K
- Schedule C direct + indirect
Top 20 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Swanson, Martin & Bell, LLP | IL | $97.6M | 284 |
| Bartlit Beck LLP | IL | $90.8M | 161 |
| Chicago Tube and Iron Company | IL | $64.1M | 419 |
| Michael Lewis Company | IL | $51.3M | 262 |
| Codilis & Associates, P.C. | IL | $42.1M | 341 |
| Fieldwork, Inc. | IL | $25.9M | 481 |
| B.F. Shaw Printing Company | IL | $25.5M | 331 |
| Endurance Warranty Services, L.L.C. | IL | $24.0M | 1,746 |
| Om Partners USA, Inc. | GA | $20.4M | 259 |
| Chicago Dryer Company | IL | $18.5M | 217 |
| Lake Forest Graduate School of Management | IL | $13.1M | 1,078 |
| Preston Industries, Inc | IL | $11.8M | 177 |
| Bukas Lighting Group, Inc. | IL | $11.1M | 258 |
| California Faucets, Inc. | CA | $11.0M | 310 |
| Nu-Way Logistics, Inc. | IL | $10.5M | 402 |
| Best Overnite Express, Inc. | CA | $8.6M | 369 |
| Eti LLC | IN | $4.9M | 169 |
| Harbor Linen LLC Dba 1CONCIER | FL | $4.1M | 117 |
| Pilsen Little Village Community Mental Health Center, Inc. | IL | $3.3M | 703 |
| Maryland Rural Development Corporation | MD | $3.0M | 269 |
- ILParticipants 284
- Bartlit Beck LLP$90.8MILParticipants 161
- ILParticipants 419
- Michael Lewis Company$51.3MILParticipants 262
- ILParticipants 341
- Fieldwork, Inc.$25.9MILParticipants 481
- ILParticipants 331
- ILParticipants 1,746
- Om Partners USA, Inc.$20.4MGAParticipants 259
- Chicago Dryer Company$18.5MILParticipants 217
- ILParticipants 1,078
- Preston Industries, Inc$11.8MILParticipants 177
- ILParticipants 258
- California Faucets, Inc.$11.0MCAParticipants 310
- Nu-Way Logistics, Inc.$10.5MILParticipants 402
- CAParticipants 369
- Eti LLC$4.9MINParticipants 169
- FLParticipants 117
- ILParticipants 703
- MDParticipants 269
Top client states
- IL14 plans
- CA2 plans
- FL1 plan
- GA1 plan
- IN1 plan
Frequently asked questions
- Who uses Howard Simon & Associates, Inc.?
- 20 retirement plans list Howard Simon & Associates, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Swanson, Martin & Bell, LLP, Bartlit Beck LLP, Chicago Tube and Iron Company, Michael Lewis Company and Codilis & Associates, P.C.. Most client plans are sponsored in IL, CA and FL.
- How many plans does Howard Simon & Associates, Inc. serve?
- Howard Simon & Associates, Inc. serves 20 retirement plans with $542M in plan assets and 8,353 participants, based on the latest Form 5500 filings through 2024.
- What does Howard Simon & Associates, Inc. charge?
- Plans reported $598K in total Schedule C compensation paid to Howard Simon & Associates, Inc.. The median plan paid $25K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Howard Simon & Associates as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 13 |
| Capital Group | 6 |
| Fidelity (FMR) | 6 |
| JPMorgan | 4 |
| MFS (Sun Life) | 3 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.