Original filing (PDF)20250611082817NAL0015779681001

SCHWARTZ & PERRY PTR

Name: SCHWARTZ & PERRY PTR — SCHWARTZ PERRY & HELLER LLP 401K PLAN, Form 5500 (2024)
Creator: SCHWARTZ & PERRY PTR

Form 5500-SF

FILING_RECEIVED

SCHWARTZ PERRY & HELLER LLP 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$84K

Net assets (EOY)

$84K

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.

Decision-maker contacts

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

Plan sponsor

Name

SCHWARTZ & PERRY PTR

EIN

13-3801530

Address

3 PARK AVE FL 27 · NEW YORK, NY · 10016

Phone

(914) 216-9488

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-08-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

TOR ENTERPRISES

TOR ENTERPRISES 401(K) PROFIT SHARING PLAN & TRUST

$84K · 44 participants

HASH HOUSE A GO-GO INC

HASH HOUSE A GO-GO INC 401(K) PROFIT SHARING PLAN & TRUST

$84K · 41 participants

AFRICAS CHILDRENS FUND INC

AFRICAS CHILDRENS FUND INC 401(K) PROFIT SHARING PLAN & TRUST

$84K · 17 participants

HAIRWORKERS LLC

RAVEN AND ROSE 401(K) PLAN

$84K · 4 participants

VIEJO GROUP, LLC

VIEJO GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST