Original filing (PDF)20250715142645NAL0004837538001

R.T. SCHWER & ASSOCIATES

Name: R.T. SCHWER & ASSOCIATES — R.T. SCHWER & ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2024)
Creator: R.T. SCHWER & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

R.T. SCHWER & ASSOCIATES PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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 R.T. SCHWER & ASSOCIATES.

Plan sponsor

Name

R.T. SCHWER & ASSOCIATES

EIN

25-1244193

Address

320 FORT DUQUESNE BLVD · SUITE 150 · PITTSBURGH, PA · 15222

Phone

(412) 391-8855

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

2R · Participant-directed brokerage (SDBA)

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

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