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

Susan Schwarm DBA Winchester Wealth Advisors' plan reported $353K in assets and 3 participants for 2024.

Original filing (PDF)20250731114251NAL0006991360001

Susan Schwarm DBA Winchester Wealth Advisors

Name: Susan Schwarm DBA Winchester Wealth Advisors — Form 5500 Plan 002 (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 401(k) Profit Sharing Plan

401(k) retirement plan · Susan Schwarm DBA Winchester Wealth Advisors' Susan Schwarm DBA Winchester Wealth Advisors 401(k) Profit Sharing Plan held $353K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$353K

Net assets (EOY)

$353K

Plan identifiers

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

EIN 26-1160395

Plan number 002

Plan year 2024

ACK ID 20250731114251NAL0006991360001

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 profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

SUSAN SCHWARM DBA WINCHESTER WEALTH ADVISORS

EIN

all filings

Address

1860 W. WINCHESTER RD., STE 104 · LIBERTYVILLE, IL · 60048

Phone

(847) 549-7300

Industry

Finance & Insurance

Plan administrator