How big is Thomas B. Schway and Associates' plan?

Thomas B. Schway and Associates' plan reported $740K in assets and 6 participants for 2024.

Original filing (PDF)20251014124528NAL0005886066001

Thomas B. Schway and Associates

Name: Thomas B. Schway and Associates — Thomas B. Schway, Form 5500 (2024)
Creator: Thomas B. Schway and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas B. Schway and Associates AGE Weighted Profit Sharing Plan

401(k) retirement plan · Thomas B. Schway and Associates' Thomas B. Schway and Associates AGE Weighted Profit Sharing Plan held $740K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$740K

Net assets (EOY)

$740K

People on this filing

Thomas Schway signed Thomas B. Schway and Associates' 2024 Form 5500 as plan administrator.

Thomas Schway — 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

Thomas B. Schway and Associates' EIN is 41-1617400.

EIN 41-1617400

Plan number 001

Plan year 2024

ACK ID 20251014124528NAL0005886066001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thomas B. Schway and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas B. Schway and Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMAS B. SCHWAY AND ASSOCIATES.

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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