Simons-Michelson-Zieve, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Simons-Michelson-Zieve, INC.
  • Sponsor EIN: 382168997
  • Sponsor Address: 1200 KIRTS BLVD, TROY, MI, 48084
  • Plan Type: 401(k)
  • Total Participants: 39
  • Total Assets: $6.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202539$6.0M$53,929$390,713
202439$6.0M$53,929$390,713
202332$6.8M$45,282$324,242
202234$7.6M$35,956$350,190

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