How big is Gregory & Schwartz's plan?

Gregory & Schwartz's plan reported $3.9M in assets and 5 participants for 2024.

Original filing (PDF)20250717104233NAL0000038419001

Gregory & Schwartz

Name: Gregory & Schwartz — Gregory and Schwartz Pension, Form 5500 (2024)
Creator: Gregory & Schwartz
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gregory and Schwartz Pension Plan

401(k) retirement plan · Gregory & Schwartz's Gregory and Schwartz Pension Plan held $3.9M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Gregory & Schwartz's EIN is 22-3077810.

EIN 22-3077810

Plan number 001

Plan year 2024

ACK ID 20250717104233NAL0000038419001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Gregory & Schwartz'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 GREGORY & SCHWARTZ.

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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