Plans listing this provider
21
0.04% of the 56,420 plans with Schedule H financials; 30 in 2023
Providers › Howard Simon & Associates, Inc.
Howard Simon & Associates, Inc.
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $503,887
Assets of those plans
$541,052,203
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
12
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$503,887
86% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 50 | Direct payment from the plan | 13 |
| 17 | Consulting (pension) | 12 |
| 15 | Recordkeeping and information management | 11 |
| 13 | Contract administrator | 6 |
| 37 | Participant loan processing | 6 |
| 64 | Recordkeeping fees | 2 |
| 65 | Account maintenance fees | 2 |
| 28 | Investment management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Bartlit Beck LLP 401(k) Plan and Trustrecordkeeper | Bartlit Beck | $99,653,256 | 203 | $80,526 |
| Chicago Tube and Iron Co. Employees' Profit Sharing & 401(k) Savings Planrecordkeeper | Chicago Tube and Iron | $59,636,145 | 404 | $52,401 |
| Weaver Companies 401(k) Plan | Weaver Consultants Group | $48,697,237 | 713 | $4,205 |
| Michael Lewis Company 401(k) Planrecordkeeper | Michael Lewis | $44,719,401 | 240 | $50,929 |
| Codilis & Associates, P. C. 401(k) Profit Sharing Plan | Codilis & Associates | $37,247,379 | 291 | $4,688 |
| International Services, Inc. 401(k) Plan | International Services | $32,234,082 | 309 | $0 |
| Shaw Media Employee 401(k) Savings Plan | B.F. Shaw Printing | $26,837,122 | 343 | $25,186 |
| Fieldwork, Inc. 401(k) and Profit Sharing Planrecordkeeper | Fieldwork | $24,819,094 | 485 | $114,165 |
| Uropartners, LLC 401(k) Profit Sharing Plan | Uropartners | $24,170,113 | 310 | $8,932 |
| Catalyst Exhibits, Inc. 401(k) Plan | Catalyst Exhibits | $23,297,691 | 205 | $150 |
| Dober Chemical Corporation Employees' 401(k) Plan | Dober Chemical | $23,239,841 | 130 | $0 |
| Chicago Dryer Company Retirement Planrecordkeeper | Chicago Dryer | $15,860,963 | 200 | $23,813 |
| BBS Automation Chicago 401(k) Planrecordkeeper | BBS Automation Chicago | $15,268,988 | 128 | $9,247 |
| OM Partners 401(k) Planrecordkeeper | OM Partners USA | $14,145,072 | 210 | $21,344 |
| Nu-way Logistics, Inc. 401(k) Planrecordkeeper | Nu-way Logistics | $11,186,248 | 163 | $21,237 |
| Ottawa Dental Laboratory, LLC Employees' Profit Sharing Planrecordkeeper | Ottawa Dental Laboratory | $9,749,018 | 313 | $4,770 |
| Bukas Lighting Group, Inc. 401(k) Plan | Bukas Lighting Group | $9,064,595 | 204 | $6,194 |
| Fairplay, Inc. 401(k) Plan | Fairplay | $7,157,996 | 107 | $0 |
| Best Overnite Express, Inc. 401(k) Savings Planrecordkeeper | Best Overnite Express | $6,985,011 | 311 | $33,826 |
| ETI LLC 401(k) Planrecordkeeper | ETI | $3,893,617 | 174 | $20,397 |
| The Sureway Group 401(k) Planrecordkeeper | Sureway Group | $3,189,334 | 72 | $21,877 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.