# Charles T. Simon Company DC Plan
Source: https://planprovider.pro/companies/charles-t-simon-company-plan

> Charles T. Simon Company's DC plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Charles T. Simon Company

- **Sponsor EIN:** 341315369

- **Sponsor Address:** 23550 CENTER RIDGE ROAD, 206, WESTLAKE, OH, 44145

- **Plan Type:** DC

- **Total Participants:** 5

- **Total Assets:** $384,039

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5|$384,039|$36,757|$0|

| 2023|5|$331,588|$29,400|$0|

| 2022|5|$310,230|$35,925|$0|

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