SCHWARTZ & CO., CPA'S PLLC 401(K) PLAN 401(k) Plan
What public Form 5500 filings show about the SCHWARTZ & CO., CPA'S PLLC 401(K) PLAN 401(k) plan — and how to find and check your own account.
The SCHWARTZ & CO., CPA'S PLLC 401(K) PLAN 401(k) on its latest Form 5500
SCHWARTZ & CO., CPA'S PLLC 401(K) PLAN (EIN 81-1493954) reports SCHWARTZ & CO., CPA'S PLLC 401(K) PLAN on its most recent Form 5500, with $764K in plan assets across 12 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full SCHWARTZ & CO., CPA'S PLLC 401(K) PLAN filing — schedules, fees, and providers.
Who runs the SCHWARTZ & CO., CPA'S PLLC 401(K) PLAN 401(k)?
SCHWARTZ & CO., CPA'S PLLC 401(K) PLAN’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask SCHWARTZ & CO., CPA'S PLLC 401(K) PLANHR for the recordkeeper’s name and login.
How to check your SCHWARTZ & CO., CPA'S PLLC 401(K) PLAN 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SCHWARTZ & CO., CPA'S PLLC 401(K) PLAN HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).