How big is Bryan Schwartz Law's plan?

Bryan Schwartz Law's plan reported $1.1M in assets and 5 participants for 2022.

Original filing (PDF)20231215133145NAL0028201329001

Bryan Schwartz Law

Name: Bryan Schwartz Law — Bryan Schwartz Law 401(k), Form 5500 (2022)
Creator: Bryan Schwartz Law
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bryan Schwartz Law 401(k) Profit Sharing Plan

401(k) retirement plan · Bryan Schwartz Law's Bryan Schwartz Law 401(k) Profit Sharing Plan held $1.1M in plan assets for 5 participants in 2022.

Signals · 1

Late filing · 1.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Bryan Schwartz signed Bryan Schwartz Law's 2022 Form 5500 as plan administrator.

Bryan Schwartz — 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

Bryan Schwartz Law's EIN is 26-2042581.

EIN 26-2042581

Plan number 001

Plan year 2022

ACK ID 20231215133145NAL0028201329001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Bryan Schwartz Law from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Bryan Schwartz Law's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRYAN SCHWARTZ LAW.

Finding similar companies…

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.0 months past the 10.5-month grace window.

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 (97th percentile).

Plan sponsor

Name

BRYAN SCHWARTZ LAW

EIN

all filings

Address

180 GRAND AVENUE · SUITE 1380 · OAKLAND, CA · 94612

Phone

(510) 444-9300

Industry

Law Offices· Professional & Technical Services

Plan administrator