How big is Sarah Schwartz MD PLLC's plan?

Sarah Schwartz MD PLLC's plan reported $28K in assets and 20 participants for 2024.

Original filing (PDF)20250717093813NAL0000065649001

Sarah Schwartz MD PLLC

Name: Sarah Schwartz MD PLLC — Sarah Schwartz MD PLLC, Form 5500 (2024)
Creator: Sarah Schwartz MD PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sarah Schwartz MD PLLC 401(k) Plan

401(k) retirement plan · Sarah Schwartz MD PLLC's Sarah Schwartz MD PLLC 401(k) Plan held $28K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$28K

Net assets (EOY)

$28K

People on this filing

Nick Rice signed Sarah Schwartz MD PLLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Sarah Schwartz MD PLLC's EIN is 04-3833835.

EIN 04-3833835

Plan number 001

Plan year 2024

ACK ID 20250717093813NAL0000065649001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sarah Schwartz MD PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sarah Schwartz MD PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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