What public Form 5500 filings show about the Schwartz, BON, Walker & Studer 401(k) plan — and how to find and check your own account.
Schwartz, BON, Walker & Studer (EIN 83-0232549) reports SCHWARTZ, BON, WALKER & STUDER, LLC on its most recent Form 5500, with $9.6M in plan assets across 9 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, BON, Walker & Studer filing — schedules, fees, and providers.
Schwartz, BON, Walker & Studer’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, BON, Walker & StuderHR for the recordkeeper’s name and login.
