How big is Fellig Schwartz, LLC's plan?

Fellig Schwartz, LLC's plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20250527084604NAL0010293328001

Fellig Schwartz, LLC

Name: Fellig Schwartz, LLC — Fellig Schwartz, LLC 401(k), Form 5500 (2024)
Creator: Fellig Schwartz, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fellig Schwartz, LLC 401(k) Plan

401(k) retirement plan · Fellig Schwartz, LLC's Fellig Schwartz, LLC 401(k) Plan held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Thomas Fellig signed Fellig Schwartz, LLC's 2024 Form 5500 as plan administrator.

Thomas Fellig — 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

Fellig Schwartz, LLC's EIN is 27-2765975.

EIN 27-2765975

Plan number 001

Plan year 2024

ACK ID 20250527084604NAL0010293328001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fellig Schwartz, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fellig Schwartz, LLC'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 FELLIG SCHWARTZ, LLC.

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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