J.L. SCHWARTZ INSURANCE AGENCY 401(K) SALARY REDUCTION PLAN & TRUST
401(k) retirement plan
Active participants
6
Accounts w/ balance
7
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
63
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.L. SCHWARTZ INSURANCE AGENCY.
Plan sponsor
Name
J.L. SCHWARTZ INSURANCE AGENCY
EIN
38-2629288
Address
645 LAMOREAUX DRIVE NW · PO BOX 449 · CONSTOCK PARK, MI · 49321
Phone
(616) 784-7200
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
