How big is Moon, Schwartz & Madden's plan?

Moon, Schwartz & Madden's plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20250703130422NAL0000347635001

Moon, Schwartz & Madden

Name: Moon, Schwartz & Madden — Moon, Schwartz & Madden, Form 5500 (2024)
Creator: Moon, Schwartz & Madden
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moon, Schwartz & Madden 401(k) & PS Plan

401(k) retirement plan · Moon, Schwartz & Madden's Moon, Schwartz & Madden 401(k) & PS Plan held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

John Madden signed Moon, Schwartz & Madden's 2024 Form 5500 as plan administrator.

John Madden — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Moon, Schwartz & Madden's EIN is 02-0714658.

EIN 02-0714658

Plan number 001

Plan year 2024

ACK ID 20250703130422NAL0000347635001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Moon, Schwartz & Madden from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Moon, Schwartz & Madden's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOON, SCHWARTZ & MADDEN.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score