How big is R.T. Schwer & Associates' plan?

R.T. Schwer & Associates' plan reported $3.9M in assets and 4 participants for 2024.

Original filing (PDF)20250715142645NAL0004837538001

R.T. Schwer & Associates

Name: R.T. Schwer & Associates — R.T. Schwer & Associates, Form 5500 (2024)
Creator: R.T. Schwer & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

R.T. Schwer & Associates Profit Sharing Plan

Defined-contribution retirement plan · R.T. Schwer & Associates' R.T. Schwer & Associates Profit Sharing Plan held $3.9M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Thomas Schwer signed R.T. Schwer & Associates' 2024 Form 5500 as plan administrator.

Thomas Schwer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

R.T. Schwer & Associates' EIN is 25-1244193.

EIN 25-1244193

Plan number 004

Plan year 2024

ACK ID 20250715142645NAL0004837538001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for R.T. Schwer & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

R.T. Schwer & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for R.T. SCHWER & ASSOCIATES.

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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