Original filing (PDF)20250123141018NAL0010458096001

SHAFER SWARTZ, PLC

Name: SHAFER SWARTZ, PLC — SHAFER SWARTZ, PLC PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: SHAFER SWARTZ, PLC

Form 5500-SF

FILING_RECEIVED

SHAFER SWARTZ, PLC PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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 SHAFER SWARTZ, PLC.

Plan sponsor

Name

SHAFER SWARTZ, PLC

EIN

38-2918428

Address

40 CONCORD AVENUE · MUSKEGON, MI · 49442

Phone

(231) 722-2444

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-01-23

Pension benefit codes

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)

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

MALM FAGUNDES LLP

MALM FAGUNDES LLP 401K PLAN

$3.1M · 3 participants

MCGINTY LAW OFFICES, P.C.

MCGINTY LAW OFFICES, P.C. DEFINED BENEFIT PENSION PLAN

$3.1M · 3 participants

HARTMAN, VALERIANO, MAGOVERN & LUTZ, P.C.

HARTMAN, VALERIANO, MAGOVERN & LUTZ, P.C. 401(K) PLAN

$3.1M · 13 participants

HODGES & FOTY PRACTICE MANAGEMEN

HODGES & FOTY PRACTICE MANAGEMENT, PC 401(K) PLAN

$3.1M · 11 participants

GOOSMANN LAW FIRM PLC

GOOSMANN LAW FIRM PLC 401(K) AND PROFIT SHARING