How big is Schwartz & Schwartz, P.C.'s plan?

Schwartz & Schwartz, P.C.'s plan reported $5.0M in assets and 25 participants for 2024.

Original filing (PDF)20250727033647NAL0000176387001

Schwartz & Schwartz, P.C.

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

Form 5500-SF

FILING_RECEIVED

Schwartz & Schwartz, P.C. 401(k) Plan

401(k) retirement plan · Schwartz & Schwartz, P.C.'s Schwartz & Schwartz, P.C. 401(k) Plan held $5.0M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan identifiers

Schwartz & Schwartz, P.C.'s EIN is 04-3095185.

EIN 04-3095185

Plan number 001

Plan year 2024

ACK ID 20250727033647NAL0000176387001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Schwartz & Schwartz, P.C.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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