Original filing (PDF)20260212191250NAL0000711808001

SWARTZ, RETSON & CO., P.C.

Name: SWARTZ, RETSON & CO., P.C. — SWARTZ, RETSON & CO., P.C. PROFIT-SHARING SAVINGS PLAN & TRUST, Form 5500 (2024)
Creator: SWARTZ, RETSON & CO., P.C.

Form 5500-SF

FILING_RECEIVED

SWARTZ, RETSON & CO., P.C. PROFIT-SHARING SAVINGS PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.4M

Net assets (EOY)

$13.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWARTZ, RETSON & CO., P.C..

Plan sponsor

Name

SWARTZ, RETSON & CO., P.C.

EIN

35-1509921

Address

235 E. 86TH AVENUE · MERRILLVILLE, IN · 46410

Phone

(219) 769-3616

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-02-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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