Original filing (PDF)20230612154301NAL0023020179001

R & S Accounting & Consulting, Ltd. DBA Swartz & Reeder Advisors

Name: R & S Accounting & Consulting, Ltd. DBA Swartz & Reeder Advisors — Form 5500 Plan 001 (2022)
Creator: R & S Accounting & Consulting, Ltd. DBA Swartz & Reeder Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swartz & Reeder, Ltd. 401(k) Plan

401(k) retirement plan · R & S Accounting & Consulting, Ltd. DBA Swartz & Reeder Advisors' Swartz & Reeder, Ltd. 401(k) Plan held $149K in plan assets for 7 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

Plan identifiers

R & S Accounting & Consulting, Ltd. DBA Swartz & Reeder Advisors' EIN is 47-2378004.

EIN 47-2378004

Plan number 001

Plan year 2022

ACK ID 20230612154301NAL0023020179001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for R & S Accounting & Consulting, Ltd. DBA Swartz & Reeder Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

R & S Accounting & Consulting, Ltd. DBA Swartz & Reeder Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for R & S ACCOUNTING & CONSULTING, LTD. DBA SWARTZ & REEDER ADVISORS.

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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