· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PETER N G SCHWARTZ MANAGEMENT COMPANY — PETER N.G. SCHWARTZ MANAGEMENT COMPANY, INC 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20240502101811NAL0018958963001
PETER N G SCHWARTZ MANAGEMENT COMPANY
Form 5500-SF
FILING_RECEIVED
PETER N.G. SCHWARTZ MANAGEMENT COMPANY, INC 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 5.5 mo
Active participants
19
Accounts w/ balance
13
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
79
/ 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
78
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
PETER N G SCHWARTZ MANAGEMENT COMPANY
.
Find decision makers
Plan sponsor
Name
PETER N G SCHWARTZ MANAGEMENT COMPANY
EIN
52-1534888
Address
1350 CONNECTICUT AVE NW · SUITE 1200 · WASHINGTON, DC · 20036
Phone
(202) 861-0795
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-05-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
RENAISSANCE CORPORATION OF ALBAN
RENAISSANCE CORPORATION 401K
$1.3M · 6 participants
JOSEPH BERMAN REALTY, INC
JOSEPH BERMAN REALTY, INC., DEFINED BENEFIT PENSION PLAN
$1.3M · 3 participants
MONTE VISTA COMPANY
MONTE VISTA COMPANY DEFINED BENEFIT PENSION PLAN
$1.2M · 1 participants
AVALON NONPROFIT HOUSING CORPORATION
AVALON HOUSING 403(B) PLAN
$1.2M · 126 participants
PAPPAS PROPERTIES INC.
PAPPAS PROPERTIES INC. 401(K) PLAN
80
Knocking points off
Filed 5.5 months past the 10.5-month grace window.
68% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.2M · 15 participants
F & W MANAGEMENT, L.C.
F & W MANAGEMENT LC RETIREMENT PLAN
$1.2M · 11 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants
