Original filing (PDF)20250625160902NAL0019711266001

MARC&MICHAEL R SCHWARTZ PTR

Name: MARC&MICHAEL R SCHWARTZ PTR — SCHWARTZ&SCHWARTZPSPPTQRP, Form 5500 (2024)
Creator: MARC&MICHAEL R SCHWARTZ PTR

Form 5500-SF

FILING_RECEIVED

SCHWARTZ&SCHWARTZPSPPTQRP

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARC&MICHAEL R SCHWARTZ PTR.

Plan sponsor

Name

MARC&MICHAEL R SCHWARTZ PTR

DBA

SCHWARTZ&SCHWARTZ

EIN

23-2017003

Address

341 W. STATE ST. · MEDIA, PA · 19063

Phone

(610) 892-9500

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-25

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

SIMON PLC ATTORNEYS & COUNSELORS

SIMON PLC ATTORNEYS & COUNSELORS 401(K) PLAN

$1.8M · 14 participants

FIELDS & COOPER PLLC

FIELDS & COOPER SELF EMPLOYED RETIREMENT PLAN

$1.8M · 6 participants

KRIGER & SCHUBER, APC

KRIGER & SCHUBER, APC 401(K) PLAN

$1.8M · 11 participants

MT LAW, LLC

MT LAW RETIREMENT PLAN

$1.8M · 37 participants

CHIACCHIA & FLEMING, LLP

CHIACCHIA & FLEMING LLP 401(K) PROFIT SHARING PLAN

$1.8M · 8 participants