How big is Shafer Swartz, PLC's plan?

Shafer Swartz, PLC's plan reported $3.6M in assets and 6 participants for 2025.

Original filing (PDF)20260119202937NAL0002130595001

Shafer Swartz, PLC

Name: Shafer Swartz, PLC — Shafer Swartz, PLC Profit, Form 5500 (2025)
Creator: Shafer Swartz, PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shafer Swartz, PLC Profit Sharing 401(k) Plan

401(k) retirement plan · Shafer Swartz, PLC's Shafer Swartz, PLC Profit Sharing 401(k) Plan held $3.6M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Shafer Swartz, PLC's EIN is 38-2918428.

EIN 38-2918428

Plan number 001

Plan year 2025

ACK ID 20260119202937NAL0002130595001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shafer Swartz, PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shafer Swartz, PLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHAFER SWARTZ, PLC.

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Plan health score

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SHAFER SWARTZ, PLC

EIN

all filings

Address

40 CONCORD AVENUE · MUSKEGON, MI · 49442

Phone

(231) 722-2444

Industry

Law Offices· Professional & Technical Services

Plan administrator