Schwartz Mabry Private Wealth Advisory, LLC 401(k) Plan

The Schwartz Mabry Private Wealth Advisory, LLC 401(k) on its latest Form 5500

Schwartz Mabry Private Wealth Advisory, LLC (EIN 27-0880773) reports SCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC 401K PLAN on its most recent Form 5500, with $1.3M in plan assets across 13 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 Mabry Private Wealth Advisory, LLC filing — schedules, fees, and providers.

Who runs the Schwartz Mabry Private Wealth Advisory, LLC 401(k)?

Schwartz Mabry Private Wealth Advisory, LLC’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 Mabry Private Wealth Advisory, LLCHR for the recordkeeper’s name and login.

How to check your Schwartz Mabry Private Wealth Advisory, LLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Schwartz Mabry Private Wealth Advisory, LLC 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).