How big is Schrier, Tolin and Wagman, LLC's plan?

Schrier, Tolin and Wagman, LLC's plan reported $1.2M in assets and 29 participants for 2024.

Original filing (PDF)20251008093845NAL0003164595001

Schrier, Tolin and Wagman, LLC

Name: Schrier, Tolin and Wagman, LLC — STW 401(k) Profit, Form 5500 (2024)
Creator: Schrier, Tolin and Wagman, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

STW 401(k) Profit Sharing Plan

401(k) retirement plan · Schrier, Tolin and Wagman, LLC's STW 401(k) Profit Sharing Plan held $1.2M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Schrier, Tolin and Wagman, LLC's EIN is 47-2604142.

EIN 47-2604142

Plan number 001

Plan year 2024

ACK ID 20251008093845NAL0003164595001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schrier, Tolin and Wagman, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schrier, Tolin and Wagman, LLC's 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 SCHRIER, TOLIN AND WAGMAN, LLC.

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off