SCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC 401K PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
11
Plan assets (EOY)
$927K
Net assets (EOY)
$927K
Plan health score
95
/ 100
Grade A
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
81
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC.
Plan sponsor
Name
SCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC
EIN
27-0880773
Address
5445 DTC PARKWAY, SUITE 1100 · GREENWOOD VILLAGE, CO · 80111
