# Simon Eye Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/simon-eye-management-llc-401k-plan

> Simon Eye Management LLC's 401(k) plan: 195 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Simon Eye Management LLC

- **Sponsor EIN:** 832231457

- **Sponsor Address:** 5301 LIMESTONE RD STE 128, WILMINGTON, DE, 198081253

- **Plan Type:** 401(k)

- **Total Participants:** 195

- **Total Assets:** $9.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|195|$9.9M|$414,129|$808,810|

| 2023|179|$8.8M|$377,808|$732,912|

| 2022|166|$6.5M|$369,417|$803,158|

| 2020|140|$5.2M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| DIVERSIFIED, LLC|ADVISOR|$16,775|—|$16,775|

| PAYCHEX, INC.|RECORDKEEPER|$14,545|—|$14,545|

| DIVERSIFIED ENTERPRISES LLC|ADVISOR|$5,936|—|$5,936|

| WHISMAN GIORDANO & ASSOCIATES, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [WHISMAN GIORDANO & ASSOCIATES, LLC](https://planprovider.pro/provider/whisman-giordano-and-associates-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $37,256

- **Estimated Expense Ratio:** 0.377% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$38,116|$22,711|$14,545|—|—|

| 2023|$29,491|$17,806|$11,685|—|—|

| 2022|$39,926|$15,841|$11,585|—|$12,500|

| 2020|$17,428|$9,796|$7,632|—|—|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/simon-eye-management-llc-401k-plan)

© 2026 PlanProvider.Pro