How big is J. Schwartz, LLC's plan?

J. Schwartz, LLC's plan reported $432K in assets and 3 participants for 2024.

Original filing (PDF)20250728171253NAL0005433746001

J. Schwartz, LLC

Name: J. Schwartz, LLC — J. Schwartz, LLC 401(k) Profit, Form 5500 (2024)
Creator: J. Schwartz, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J. Schwartz, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · J. Schwartz, LLC's J. Schwartz, LLC 401(k) Profit Sharing Plan held $432K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$432K

Net assets (EOY)

$432K

Plan identifiers

J. Schwartz, LLC's EIN is 55-0793270.

EIN 55-0793270

Plan number 001

Plan year 2024

ACK ID 20250728171253NAL0005433746001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

J. Schwartz, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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