BRAD SCHWARTZ WEALTH MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 2
Late filing · 1.7 moHigh average account balance
Active participants
7
Accounts w/ balance
6
Plan assets (EOY)
$708K
Net assets (EOY)
$708K
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
93
Total plan cost
n/a
Plan health
74
Vendor & structure
100
Knocking points off
Filed 1.7 months past the 10.5-month grace window.
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRAD SCHWARTZ WEALTH MANAGEMEN.
