Simon Kucher & Partners, Strategy & Marketing Consultants Llc 401(k) Plan: Login, Facts & Contact Information

Simon Kucher & Partners, Strategy & Marketing Consultants Llc 401(k) Plan Facts

Plan name
SIMON KUCHER & PARTNERS 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SIMON KUCHER & PARTNERS LLC
Participants
620 (339 active employees)
Former employees with a balance
272
Plan assets
$51,255,974 at Dec 31, 2024
Average account balance
$85,002 across 603 accounts
Employer contributions
$1,885,680 in plan year 2024 (27% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1998
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $7.09 million went into the plan in contributions, $1.89 million of it from the employer (27%).
  • $4.71 million was paid out to participants.
  • Investment and other income added $8.43 million.
  • Administrative expenses were $36,044, about $60 per account.

How the Simon Kucher & Partners, Strategy & Marketing Consultants Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019297$19.6 million$610,585$1.84 million
2020306$27.3 million$748,699$885,781
2021412$35.5 million$843,774$1.87 million
2022484$32.2 million$1.06 million$1.91 million
2023603$40.5 million$1.58 million$6.57 million
2024620$51.3 million$1.89 million$4.71 million

Simon Kucher & Partners, Strategy & Marketing Consultants Llc 401(k) Contact Information

Phone
617-231-4500
Mailing address
201 WASHINGTON STREET ONE BOSTON PLACE, SUITE 3301, BOSTON MA 02108
Plan sponsor
SIMON KUCHER & PARTNERS LLC
Employer identification number (EIN)
04-3327903
Plan number
001

Questions about the Simon Kucher & Partners, Strategy & Marketing Consultants Llc 401(k)

Does Simon Kucher & Partners, Strategy & Marketing Consultants Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.89 million, 27% of all contributions.

Does the Simon Kucher & Partners, Strategy & Marketing Consultants Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Simon Kucher & Partners, Strategy & Marketing Consultants Llc 401(k) plan?

620 participants at the start of plan year 2024, 339 of them active employees, and 272 former employees who still had money in the plan.

What is the average 401(k) balance at Simon Kucher & Partners, Strategy & Marketing Consultants Llc?

About $85,002 per account: $51.3 million in plan assets across 603 accounts with a balance at the end of plan year 2024.

Who manages the Simon Kucher & Partners, Strategy & Marketing Consultants Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Simon Kucher & Partners, Strategy & Marketing Consultants Llc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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