Original filing (PDF)20250729064431NAL0005202818001

DR. MICHAEL J. SCHWARTZ

Name: DR. MICHAEL J. SCHWARTZ — DR. MICHAEL J. SCHWARTZ 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DR. MICHAEL J. SCHWARTZ

Form 5500-SF

FILING_RECEIVED

DR. MICHAEL J. SCHWARTZ 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$904K

Net assets (EOY)

$904K

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 average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

DR. MICHAEL J. SCHWARTZ

EIN

14-1495804all filings

Address

2 SUMMIT COURT · FISHKILL, NY · 12524

Phone

(845) 896-8440

Industry