How big is Daniel G Schwartz Inc.'s plan?

Daniel G Schwartz Inc.'s plan reported $2.0M in assets and 23 participants for 2024.

Original filing (PDF)20250723141943NAL0004248257001

Daniel G Schwartz Inc.

Name: Daniel G Schwartz Inc. — Daniel G Schwartz Inc., Form 5500 (2024)
Creator: Daniel G Schwartz Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel G Schwartz Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Daniel G Schwartz Inc.'s Daniel G Schwartz Inc. 401(k) Profit Sharing Plan and Trust held $2.0M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Daniel G Schwartz Inc.'s EIN is 16-1093599.

EIN 16-1093599

Plan number 001

Plan year 2024

ACK ID 20250723141943NAL0004248257001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel G Schwartz Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel G Schwartz Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Knocking points off