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Original filing (PDF)20251015065136NAL0004201553001
SWARTZ CAMPBELL LLC
Form 5500
FILING_RECEIVED
SWARTZ CAMPBELL LLC RETIREMENT PLAN
Defined-benefit pension plan
Active participants
18
Accounts w/ balance
—
Plan assets (EOY)
$18.6M
Net assets (EOY)
$18.6M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
75
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 79% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWARTZ CAMPBELL LLC.
Plan sponsor
Name
SWARTZ CAMPBELL LLC
EIN
23-1141190
Address
TWO COMMERCE SQUARE · 2001 MARKET STREET, SUITE 2815 · PHILADELPHIA, PA · 19103
Phone
(215) 299-4376
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-14
Tax period
2024-12-13
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
MARION & BLACK, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN, L.P. | 13-4064930 | — | INVESTMENT ADV. | $97K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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