Original filing (PDF)20250510082720NAL0009520963001

Schwan Consulting SE LLC DBA A. V. Schwan & Associates

Name: Schwan Consulting SE LLC DBA A. V. Schwan & Associates — Form 5500 Plan 002 (2024)
Creator: Schwan Consulting SE LLC DBA A. V. Schwan & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SE Consulting, LLC Cash Balance Plan

Defined-benefit pension plan · Schwan Consulting SE LLC DBA A. V. Schwan & Associates' SE Consulting, LLC Cash Balance Plan held $752K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$752K

Net assets (EOY)

$752K

Plan identifiers

Schwan Consulting SE LLC DBA A. V. Schwan & Associates' EIN is 46-1653610.

EIN 46-1653610

Plan number 002

Plan year 2024

ACK ID 20250510082720NAL0009520963001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schwan Consulting SE LLC DBA A. V. Schwan & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schwan Consulting SE LLC DBA A. V. Schwan & Associates' plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHWAN CONSULTING SE LLC DBA A. V. SCHWAN & ASSOCIATES.

Finding similar companies…

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