How big is WM Schwartz & Co.'s plan?

WM Schwartz & Co.'s plan reported $19K in assets and 30 participants for 2024.

Original filing (PDF)20250718155213NAL0003093152001

WM Schwartz & Co.

Name: WM Schwartz & Co. — WM Schwartz & Co. 401(k) Plan, Form 5500 (2024)
Creator: WM Schwartz & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WM Schwartz & Co. 401(k) Plan

401(k) retirement plan · WM Schwartz & Co.'s WM Schwartz & Co. 401(k) Plan held $19K in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

People on this filing

Marcus Bowie signed WM Schwartz & Co.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

WM Schwartz & Co.'s EIN is 36-2096818.

EIN 36-2096818

Plan number 001

Plan year 2024

ACK ID 20250718155213NAL0003093152001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

WM Schwartz & Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off