How big is Andrew M. Schwartz, LLC's plan?

Andrew M. Schwartz, LLC's plan reported $5.5M in assets and 7 participants for 2024.

Original filing (PDF)20251015124343NAL0009643778001

Andrew M. Schwartz, LLC

Name: Andrew M. Schwartz, LLC — Andrew M. Schwartz, LLC, Form 5500 (2024)
Creator: Andrew M. Schwartz, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Andrew M. Schwartz, LLC Cash Balance Plan

Defined-benefit pension plan · Andrew M. Schwartz, LLC's Andrew M. Schwartz, LLC Cash Balance Plan held $5.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan identifiers

Andrew M. Schwartz, LLC's EIN is 20-4733205.

EIN 20-4733205

Plan number 002

Plan year 2024

ACK ID 20251015124343NAL0009643778001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Andrew M. Schwartz, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Andrew M. Schwartz, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score