Original filing (PDF)20250709154452NAL0013315042001

JOAN M. SWARTZ, L.L.C. DBA LAW OFFICES OF JOAN M. SWARTZ

Name: JOAN M. SWARTZ, L.L.C. DBA LAW OFFICES OF JOAN M. SWARTZ — LAW OFFICES OF JOAN M. SWARTZ CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2024)
Creator: JOAN M. SWARTZ, L.L.C. DBA LAW OFFICES OF JOAN M. SWARTZ

Form 5500-SF

FILING_RECEIVED

LAW OFFICES OF JOAN M. SWARTZ CASH BALANCE PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$303K

Net assets (EOY)

$303K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOAN M. SWARTZ, L.L.C. DBA LAW OFFICES OF JOAN M. SWARTZ.

Plan sponsor

Name

JOAN M. SWARTZ, L.L.C. DBA LAW OFFICES OF JOAN M. SWARTZ

EIN

43-1879116all filings

Address

3348 GREENWOOD BOULEVARD · ST. LOUIS, MO · 63143

Phone

(314) 471-2032

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator