· 2022–2024 · DOL EFAST2

Schwartz & Company — Schwartz & Company Profit, Form 5500 (2025)

Original filing (PDF)20260218133502NAL0007534320001

Schwartz & Company

Form 5500-SF

FILING_RECEIVED

Schwartz & Company Profit Sharing Plan

401(k) retirement plan · Schwartz & Company's Schwartz & Company Profit Sharing Plan held $845K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

5

Accounts w/ balance

5

Plan assets (EOY)

$845K

Net assets (EOY)

$845K

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

87

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SCHWARTZ & COMPANY

EIN

13-2877706all filings

Address

350 SEVENTH AVENUE · NEW YORK, NY · 10001

Phone

(212) 760-1030

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-02-18

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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