Simon Lever LLC

Employee Benefit Plan Auditor

Lancaster, PA

About Simon Lever LLC

Simon Lever LLC is a CPA and advisory firm based in Lancaster, PA, dedicated to maximizing the success of its people, clients, and community. With over 70 years in business, Simon Lever builds collaborative relationships rooted in integrity and mutual trust, offering clients accurate accounting and reliable guidance. Partner Rebecca Walck leverages her expertise to provide context to financial data, enabling clients—especially nonprofits—to make informed decisions and effectively tell their stories to stakeholders. Rebecca Walck and the Simon Lever team offer resources and expertise in areas like audits and reviews, helping organizations fulfill their mission. If you are looking for accounting and advisory services in the Lancaster or Capital Region area, contact Simon Lever today.

Website: https://www.simonlever.com/

Founded: 1951

Office Locations

  • Lancaster, PA (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 24
  • Total AUM Audited: $329.9M
  • 401(k): 24 plans, $329.9M AUM

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
COMMUNITY SERVICES GROUP 401(K) RETIREMENT PLANCOMMUNITY SERVICES GROUP, INC., PA$54M1,108
THOMAS, THOMAS & HAFER, LLP RETIREMENT PLANTHOMAS, THOMAS & HAFER, LLP, PA$46M147
MESSICK FARM EQUIPMENT, INC. RETIREMENT SAVINGS PLANMESSICK FARM EQUIPMENT, INC., PA$22M274
PREMIER CUSTOM-BUILT, INC. 401(K) PROFIT SHARING PLANPREMIER CUSTOM-BUILT, INC., PA$18M126
SHADY MAPLE FARM MARKET & SMORGASBORD 401(K) PROFIT SHARING PLANSHADY MAPLE FARM MARKET, INC., PA$17M527
DENMAR ASSOCIATES, LLC 401(K) PROFIT SHARING PLANDENMAR ASSOCIATES, LLC, PA$17M420
VIOCITY GROUP 401(K) PLANVIOCITY GROUP, PA$15M113
THE SHARP SHOPPER, INC PROFIT SHARING & 401(K) PLANSHARP SHOPPER, INC., PA$15M360
UTILITY/KEYSTONE TRAILER SALES, INC. 401(K) PROFIT SHARING PLANUTILITY/KEYSTONE TRAILER SALES, INC, PA$14M131
KEYSTONE CUSTOM MANAGEMENT, LLC 401(K) PLANKEYSTONE CUSTOM MANAGEMENT, LLC, PA$13M175
TYOGA CONTAINER COMPANY, INC. 401(K) PROFIT SHARING PLANTYOGA CONTAINER COMPANY, INC., PA$12M140
SMUCKER COMPANY SAVINGS AND RETIREMENT 401K PLANSMUCKER COMPANY, PA$12M164
QUALITY CUSTOM CABINETRY, INC. PROFIT SHARING PLANQUALITY CUSTOM CABINETRY, INC., PA$12M133
FISHER AND THOMPSON, INC. 401(K) TRUSTFISHER AND THOMPSON, PA$9M145
MERIDIAN PRODUCTS 401(K) RETIREMENT INVESTMENT PLANMERIDIAN PRODUCTS, LLC, PA$8M130
POST PRECISION CASTINGS, INC. PRODUCTION AND MAINTENANCE EMPLOYEES' PENSION PLANPOST PRECISION CASTINGS, INC., PA$8M42
S. CLYDE WEAVER, INC. 401(K) PLANS. CLYDE WEAVER, INC., PA$8M77
BERKS NEW HOMES, LLC 401(K) PROFIT SHARING PLANBERKS NEW HOMES, LLC, PA$8M172
RHOADS ENERGY 401(K) PLANJEROME H. RHOADS, INC., PA$7M168
MGS, INC. 401(K) PLANMGS, INC., PA$7M163

Showing top 20 of 24 plans serviced in 2024.

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