How big is Schwartz Inc.'s plan?

Schwartz Inc.'s plan reported $66K in assets and 3 participants for 2024.

Original filing (PDF)20250730051042NAL0001714035001

Schwartz Inc.

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

Form 5500-SF

FILING_RECEIVED

Schwartz, Inc. 401(k) Plan

401(k) retirement plan · Schwartz Inc.'s Schwartz, Inc. 401(k) Plan held $66K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

People on this filing

Joseph Pierson signed Schwartz Inc.'s 2024 Form 5500 as plan administrator.

Joseph Pierson — 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 Inc.'s EIN is 45-5227575.

EIN 45-5227575

Plan number 001

Plan year 2024

ACK ID 20250730051042NAL0001714035001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Schwartz Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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

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

SCHWARTZ INC

EIN

all filings

Address

1665 QUINCY AVE · NAPERVILLE, IL · 60540

Phone

(630) 297-6749

Industry

Other Services (ex. Public Admin)

Plan administrator