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BRAD SCHWARTZ WEALTH MANAGEMENT — BRAD SCHWARTZ WEALTH MANAGEMENT 401K PROFIT SHARING PLAN TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260312081152NAL0006356928001
BRAD SCHWARTZ WEALTH MANAGEMENT
Form 5500-SF
FILING_RECEIVED
BRAD SCHWARTZ WEALTH MANAGEMENT 401K PROFIT SHARING PLAN TRUST
401(k) retirement plan
Signals · 1
Late filing · 3.9 mo
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
84
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BRAD SCHWARTZ WEALTH MANAGEMENT
.
Find decision makers
Plan sponsor
Name
BRAD SCHWARTZ WEALTH MANAGEMENT
EIN
46-4382006
Address
300 RED BROOK BLVD STE 320 · OWINGS MILLS, MD · 21117
Phone
(301) 876-4925
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-03-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Knocking points off
Filed 3.9 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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