How big is Morea Schwartz LLP's plan?

Morea Schwartz LLP's plan reported $3.9M in assets and 10 participants for 2024.

Original filing (PDF)20250918081010NAL0001283840001

Morea Schwartz LLP

Name: Morea Schwartz LLP — Morea Schwartz LLP Profit, Form 5500 (2024)
Creator: Morea Schwartz LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morea Schwartz LLP Profit Sharing Plan

Defined-contribution retirement plan · Morea Schwartz LLP's Morea Schwartz LLP Profit Sharing Plan held $3.9M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

David A. Schwartz signed Morea Schwartz LLP's 2024 Form 5500 as plan administrator.

David A. Schwartz — 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

Morea Schwartz LLP's EIN is 47-1079102.

EIN 47-1079102

Plan number 001

Plan year 2024

ACK ID 20250918081010NAL0001283840001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Morea Schwartz LLP's plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOREA SCHWARTZ LLP.

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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