How big is Susan Schwarm DBA Winchester Wealth Advisors' plan?

Susan Schwarm DBA Winchester Wealth Advisors' plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20250731115215NAL0003033443001

Susan Schwarm DBA Winchester Wealth Advisors

Name: Susan Schwarm DBA Winchester Wealth Advisors — Form 5500 Plan 001 (2024)
Creator: Susan Schwarm DBA Winchester Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Susan Schwarm DBA Winchester Wealth Advisors Cash Balance Plan

Defined-benefit pension plan · Susan Schwarm DBA Winchester Wealth Advisors' Susan Schwarm DBA Winchester Wealth Advisors Cash Balance Plan held $1.4M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Susan Schwarm DBA Winchester Wealth Advisors' EIN is 26-1160395.

EIN 26-1160395

Plan number 001

Plan year 2024

ACK ID 20250731115215NAL0003033443001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Susan Schwarm DBA Winchester Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Susan Schwarm DBA Winchester Wealth Advisors' plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUSAN SCHWARM DBA WINCHESTER WEALTH ADVISORS.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off