Original filing (PDF)20250725085636NAL0005592129001

SOMMERS SCHWARTZ, P.C.

Name: SOMMERS SCHWARTZ, P.C. — SOMMERS SCHWARTZ P.C. CASH OR DEFERRED PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SOMMERS SCHWARTZ, P.C.

Form 5500-SF

FILING_RECEIVED

SOMMERS SCHWARTZ P.C. CASH OR DEFERRED PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$26.7M

Net assets (EOY)

$26.7M

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 SOMMERS SCHWARTZ, P.C..

Plan sponsor

Name

SOMMERS SCHWARTZ, P.C.

EIN

38-2004268

Address

ONE TOWNE SQUARE · SUITE 1700 · SOUTHFIELD, MI · 48076

Phone

(248) 355-0300

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

HENNESSY & ROACH P.C.

HENNESSY & ROACH 401K SAVINGS PLAN

$26.7M · 168 participants

DOHERTY, WALLACE, PILLSBURY & MURPHY, P.C.

DOHERTY, WALLACE, PILLSBURY & MURPHY, P. C. PROFIT SHARING PLAN

$26.8M · 36 participants

SALTZ MONGELUZZI & BENDESKY P.C.

SALTZ MONGELUZZI AND BENDESKY P.C. 401(K) PROFIT SHARING PLAN

$26.8M · 95 participants

TISINGER VANCE PC

TISINGERVANCE, P.C. 401(K) PROFIT SHARING PLAN

$26.6M · 46 participants

MCBRAYER PLLC

MCBRAYER 401(K) PROFIT SHARING PLAN