# Simon Property Group, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/simon-property-group-l-p-401k-plan

> Simon Property Group, L.P.'s 401(k) plan: 3,223 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Simon Property Group, L.P.

- **Sponsor EIN:** 341755769

- **Sponsor Address:** 225 WEST WASHINGTON STREET, INDIANAPOLIS, IN, 462043420

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

- **Total Participants:** 3,223

- **Total Assets:** $597.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|3,223|$597.6M|$12.8M|$23.1M|

| 2023|3,474|$542.9M|$12.2M|$21.9M|

| 2022|3,390|$476.0M|$11.2M|$20.4M|

## 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|

| MERRILL LYNCH|NONE|$365,117|—|$365,117|

| FIDELITY INVESTMENTS INSTITUTIONAL|NONE|$303,309|—|$303,309|

| MERCER INVESTMENTS LLC|NONE|$267,024|—|$267,024|

| STRATEGIC ADVISORS, INC.|NONE|$163,702|—|$163,702|

| ERNST & YOUNG LLP|NONE|$60,825|—|$60,825|

### Verified Provider Profiles

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

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — NONE

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — NONE

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — NONE

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,159,977

- **Estimated Expense Ratio:** 0.194% 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|$1,161,331|$163,702|$300|$60,825|—|

| 2023|$642,714|$145,762|$1,800|$58,360|—|

| 2022|$830,205|$490,470|—|—|$57,215|

## Similar Plans

- [Keystone Senior Management Services, INC.](https://planprovider.pro/companies/keystone-senior-management-services-inc-401k-plan) — 1,170 participants

- [Kpg Corp.](https://planprovider.pro/companies/kpg-corp-401k-plan) — 737 participants

- [The Garrett Companies](https://planprovider.pro/companies/the-garrett-companies-401k-plan-001) — 346 participants

- [National Energy Control Services, INC.](https://planprovider.pro/companies/national-energy-control-services-inc-401k-plan) — 345 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/simon-property-group-l-p-401k-plan)

© 2026 PlanProvider.Pro