How big is Swartz Swidler, LLC's plan?

Swartz Swidler, LLC's plan reported $1.1M in assets and 11 participants for 2024.

Original filing (PDF)20250718110340NAL0002345376001

Swartz Swidler, LLC

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

Form 5500-SF

FILING_RECEIVED

Swartz Swidler, LLC 401(k) Plan

401(k) retirement plan · Swartz Swidler, LLC's Swartz Swidler, LLC 401(k) Plan held $1.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Richard Swartz signed Swartz Swidler, LLC's 2024 Form 5500 as plan administrator.

Richard Swartz — 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

Swartz Swidler, LLC's EIN is 27-3264190.

EIN 27-3264190

Plan number 001

Plan year 2024

ACK ID 20250718110340NAL0002345376001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Swartz Swidler, 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 SWARTZ SWIDLER, 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