SCHWENDEMAN AGENCY, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
36
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
Plan health score
89
/ 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
60
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHWENDEMAN AGENCY, INC..
Plan sponsor
Name
SCHWENDEMAN AGENCY, INC.
EIN
31-0824936
Address
109 PUTNAM STREET · MARIETTA, OH · 45750
Phone
(740) 373-6793
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
