How big is William Schwitzer & Associates, P.C.'s plan?

William Schwitzer & Associates, P.C.'s plan reported $1.8M in assets and 61 participants for 2025.

Original filing (PDF)20260331233134NAL0001106576001

William Schwitzer & Associates, P.C.

Name: William Schwitzer & Associates, P.C. — William, Form 5500 (2025)
Creator: William Schwitzer & Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Schwitzer & Associates 401(k) Plan

401(k) retirement plan · William Schwitzer & Associates, P.C.'s William Schwitzer & Associates 401(k) Plan held $1.8M in plan assets for 61 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

William Schwitzer & Associates, P.C.'s EIN is 20-4302244.

EIN 20-4302244

Plan number 001

Plan year 2025

ACK ID 20260331233134NAL0001106576001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for William Schwitzer & Associates, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

William Schwitzer & Associates, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM SCHWITZER & ASSOCIATES, P.C..

Finding similar companies…

Plan health score

Above-average plan

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