How big is Zwerling, Schachter & Zwerling, LLP's plan?

Zwerling, Schachter & Zwerling, LLP's plan reported $2.7M in assets and 12 participants for 2024.

Original filing (PDF)20251013160603NAL0003487938001

Zwerling, Schachter & Zwerling, LLP

Name: Zwerling, Schachter & Zwerling, LLP — Zwerling, Form 5500 (2024)
Creator: Zwerling, Schachter & Zwerling, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zwerling, Schachter & Zwerling, LLP 401(k) Plan

401(k) retirement plan · Zwerling, Schachter & Zwerling, LLP's Zwerling, Schachter & Zwerling, LLP 401(k) Plan held $2.7M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Zwerling, Schachter & Zwerling, LLP's EIN is 11-2718635.

EIN 11-2718635

Plan number 001

Plan year 2024

ACK ID 20251013160603NAL0003487938001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zwerling, Schachter & Zwerling, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Zwerling, Schachter & Zwerling, LLP's plan includes profit-sharing, 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 ZWERLING, SCHACHTER & ZWERLING, LLP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ZWERLING, SCHACHTER & ZWERLING, LLP

EIN

all filings

Address

41 MADISON AVENUE · 32ND FLOOR · NEW YORK, NY · 10010

Phone

(212) 223-3900

Industry

Law Offices· Professional & Technical Services

Plan administrator