Original filing (PDF)20260213114521NAL0001521185001

SHATZ,SCHWARTZ AND FENTIN, P.C.

Name: SHATZ,SCHWARTZ AND FENTIN, P.C. — SHATZ, SCHWARTZ AND FENTIN, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SHATZ,SCHWARTZ AND FENTIN, P.C.

Form 5500-SF

FILING_RECEIVED

SHATZ, SCHWARTZ AND FENTIN, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.0M

Net assets (EOY)

$16.0M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHATZ,SCHWARTZ AND FENTIN, P.C..

Plan sponsor

Name

SHATZ,SCHWARTZ AND FENTIN, P.C.

EIN