How big is Kenneth D. Schwartz, DDS PC's plan?

Kenneth D. Schwartz, DDS PC's plan reported $3.9M in assets and 9 participants for 2024.

Original filing (PDF)20250822154359NAL0009420000001

Kenneth D. Schwartz, DDS PC

Name: Kenneth D. Schwartz, DDS PC — Kenneth D. Schwartz, Form 5500 (2024)
Creator: Kenneth D. Schwartz, DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kenneth D. Schwartz, DDS PC Safe Harbor 401(k) Profit Sharing Plan

401(k) retirement plan · Kenneth D. Schwartz, DDS PC's Kenneth D. Schwartz, DDS PC Safe Harbor 401(k) Profit Sharing Plan held $3.9M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Kenneth D. Schwartz, DDS PC's EIN is 14-1627808.

EIN 14-1627808

Plan number 001

Plan year 2024

ACK ID 20250822154359NAL0009420000001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kenneth D. Schwartz, DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kenneth D. Schwartz, DDS PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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