How big is Schwartz & Nicholson, PLC's plan?

Schwartz & Nicholson, PLC's plan reported $1.6M in assets and 3 participants for 2024.

Original filing (PDF)20250723155856NAL0002141603001

Schwartz & Nicholson, PLC

Name: Schwartz & Nicholson, PLC — Schwartz & Nicholson, Form 5500 (2024)
Creator: Schwartz & Nicholson, PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schwartz & Nicholson, PLC Profit Sharing Plan

Defined-contribution retirement plan · Schwartz & Nicholson, PLC's Schwartz & Nicholson, PLC Profit Sharing Plan held $1.6M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Schwartz & Nicholson, PLC's EIN is 31-1745167.

EIN 31-1745167

Plan number 002

Plan year 2024

ACK ID 20250723155856NAL0002141603001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Schwartz & Nicholson, PLC's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHWARTZ & NICHOLSON, PLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

SCHWARTZ & NICHOLSON, PLC

EIN

all filings

Address

101 SOUTH WHITING STREET · ALEXANDRIA, VA · 22304

Phone

(703) 751-8804

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator