Simon Eye Management Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Simon Eye Management Llc · EIN 832231457 · Plan #001
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 195
- With balances
- 172
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Diversified Enterprises, Llc CRD 331709 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Diversified, Llc | Investment advisory (participants) | $16,775 |
| Paychex, Inc. | Recordkeeping | $14,545 |
| Diversified Enterprises Llc | Investment advisory (participants) | $5,936 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $9.9M | 195 | ack 20250715121435NAL0001298163001 |
| 01/01/2020 | $5.2M | 140 | ack 20250414101229NAL0000715139001 |