Original filing (PDF)20250828151854NAL0018277920001

SCHWARTZER TAX AND ACCOUNTING PLLC

Name: SCHWARTZER TAX AND ACCOUNTING PLLC — SCHWARTZER TAX AND ACCOUNTING PLLC 401(K), Form 5500 (2024)
Creator: SCHWARTZER TAX AND ACCOUNTING PLLC

Form 5500-SF

FILING_RECEIVED

SCHWARTZER TAX AND ACCOUNTING PLLC 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$153K

Net assets (EOY)

$153K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHWARTZER TAX AND ACCOUNTING PLLC.

Plan sponsor

Name

SCHWARTZER TAX AND ACCOUNTING PLLC

EIN

45-4295785all filings

Address

10115 E BELL RD STE 107 · PMB 188 · SCOTTSDALE, AZ · 85260

Phone

(480) 788-4222

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator