How big is Schwartz Ohana Inc.'s plan?

Schwartz Ohana Inc.'s plan reported $36K in assets and 29 participants for 2024.

Original filing (PDF)20250617145143NAL0002614976001

Schwartz Ohana Inc.

Name: Schwartz Ohana Inc. — Schwartz Ohana Inc. 401(k), Form 5500 (2024)
Creator: Schwartz Ohana Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schwartz Ohana Inc. 401(k) Plan

401(k) retirement plan · Schwartz Ohana Inc.'s Schwartz Ohana Inc. 401(k) Plan held $36K in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

People on this filing

Wendi Newton signed Schwartz Ohana Inc.'s 2024 Form 5500 as plan administrator.

Wendi Newton — 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

Schwartz Ohana Inc.'s EIN is 45-5091175.

EIN 45-5091175

Plan number 001

Plan year 2024

ACK ID 20250617145143NAL0002614976001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schwartz Ohana Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schwartz Ohana Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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