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RUSSELL D. SCHWARTZ, D.D.S., P.A. — RUSSELL D. SCHWARTZ, D. D. S. , P. A. 401 K PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240718095631NAL0005349889001
RUSSELL D. SCHWARTZ, D.D.S., P.A.
Form 5500-SF
FILING_RECEIVED
RUSSELL D. SCHWARTZ, D. D. S. , P. A. 401 K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RUSSELL D. SCHWARTZ, D.D.S., P.A.
.
Find decision makers
Plan sponsor
Name
RUSSELL D. SCHWARTZ, D.D.S., P.A.
EIN
22-3234805
Address
201 LIVINGSTON AVENUE · NEW BRUNSWICK, NJ · 08901
Phone
(732) 545-2883
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-18
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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