How big is AI Schwartz Inc.'s plan?

AI Schwartz Inc.'s plan reported $452K in assets and 2 participants for 2024.

Original filing (PDF)20251007131935NAL0002493347001

AI Schwartz Inc.

Name: AI Schwartz Inc. — AI Schwartz Inc. 401(k) Profit, Form 5500 (2024)
Creator: AI Schwartz Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AI Schwartz Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · AI Schwartz Inc.'s AI Schwartz Inc. 401(k) Profit Sharing Plan & Trust held $452K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$452K

Net assets (EOY)

$452K

People on this filing

Andrew Schwartz signed AI Schwartz Inc.'s 2024 Form 5500 as plan administrator.

Andrew Schwartz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AI Schwartz Inc.'s EIN is 20-1636072.

EIN 20-1636072

Plan number 001

Plan year 2024

ACK ID 20251007131935NAL0002493347001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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