# Simon Lever LLC
Source: https://planprovider.pro/provider/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 ye…

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/](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).

| Plan|Sponsor|Assets|Participants|

| COMMUNITY SERVICES GROUP 401(K) RETIREMENT PLAN|COMMUNITY SERVICES GROUP, INC., PA|$54M|1,108|

| THOMAS, THOMAS & HAFER, LLP RETIREMENT PLAN|THOMAS, THOMAS & HAFER, LLP, PA|$46M|147|

| MESSICK FARM EQUIPMENT, INC. RETIREMENT SAVINGS PLAN|MESSICK FARM EQUIPMENT, INC., PA|$22M|274|

| PREMIER CUSTOM-BUILT, INC. 401(K) PROFIT SHARING PLAN|PREMIER CUSTOM-BUILT, INC., PA|$18M|126|

| SHADY MAPLE FARM MARKET & SMORGASBORD 401(K) PROFIT SHARING PLAN|SHADY MAPLE FARM MARKET, INC., PA|$17M|527|

| DENMAR ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN|DENMAR ASSOCIATES, LLC, PA|$17M|420|

| VIOCITY GROUP 401(K) PLAN|VIOCITY GROUP, PA|$15M|113|

| THE SHARP SHOPPER, INC PROFIT SHARING & 401(K) PLAN|SHARP SHOPPER, INC., PA|$15M|360|

| UTILITY/KEYSTONE TRAILER SALES, INC. 401(K) PROFIT SHARING PLAN|UTILITY/KEYSTONE TRAILER SALES, INC, PA|$14M|131|

| KEYSTONE CUSTOM MANAGEMENT, LLC 401(K) PLAN|KEYSTONE CUSTOM MANAGEMENT, LLC, PA|$13M|175|

| TYOGA CONTAINER COMPANY, INC. 401(K) PROFIT SHARING PLAN|TYOGA CONTAINER COMPANY, INC., PA|$12M|140|

| SMUCKER COMPANY SAVINGS AND RETIREMENT 401K PLAN|SMUCKER COMPANY, PA|$12M|164|

| QUALITY CUSTOM CABINETRY, INC. PROFIT SHARING PLAN|QUALITY CUSTOM CABINETRY, INC., PA|$12M|133|

| FISHER AND THOMPSON, INC. 401(K) TRUST|FISHER AND THOMPSON, PA|$9M|145|

| MERIDIAN PRODUCTS 401(K) RETIREMENT INVESTMENT PLAN|MERIDIAN PRODUCTS, LLC, PA|$8M|130|

| POST PRECISION CASTINGS, INC. PRODUCTION AND MAINTENANCE EMPLOYEES' PENSION PLAN|POST PRECISION CASTINGS, INC., PA|$8M|42|

| S. CLYDE WEAVER, INC. 401(K) PLAN|S. CLYDE WEAVER, INC., PA|$8M|77|

| BERKS NEW HOMES, LLC 401(K) PROFIT SHARING PLAN|BERKS NEW HOMES, LLC, PA|$8M|172|

| RHOADS ENERGY 401(K) PLAN|JEROME H. RHOADS, INC., PA|$7M|168|

| MGS, INC. 401(K) PLAN|MGS, INC., PA|$7M|163|

Showing top 20 of 24 plans serviced in 2024.

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