How big is Gerald Schwartz Inc.'s plan?

Gerald Schwartz Inc.'s plan reported $1.9M in assets and 5 participants for 2025.

Original filing (PDF)20260413124050NAL0022545136001

Gerald Schwartz Inc.

Name: Gerald Schwartz Inc. — Gerald Schwartz Inc. 401(k), Form 5500 (2025)
Creator: Gerald Schwartz Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gerald Schwartz Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Gerald Schwartz Inc.'s Gerald Schwartz Inc. 401(k) Profit Sharing Plan & Trust held $1.9M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Chuck Schwartz signed Gerald Schwartz Inc.'s 2025 Form 5500 as plan administrator.

Chuck 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

Gerald Schwartz Inc.'s EIN is 58-1767131.

EIN 58-1767131

Plan number 001

Plan year 2025

ACK ID 20260413124050NAL0022545136001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Gerald Schwartz Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Gerald Schwartz Inc.'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 GERALD SCHWARTZ INC.

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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