How big is Slepian & Schwartz, LLC's plan?

Slepian & Schwartz, LLC's plan reported $3.0M in assets and 21 participants for 2024.

Original filing (PDF)20250605130551NAL0020199984001

Slepian & Schwartz, LLC

Name: Slepian & Schwartz, LLC — Slepian & Schwartz, LLC, Form 5500 (2024)
Creator: Slepian & Schwartz, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Slepian & Schwartz, LLC 401(k) Plan

401(k) retirement plan · Slepian & Schwartz, LLC's Slepian & Schwartz, LLC 401(k) Plan held $3.0M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Eric Slepian signed Slepian & Schwartz, LLC's 2024 Form 5500 as plan administrator.

Eric Slepian — 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

Slepian & Schwartz, LLC's EIN is 58-2449683.

EIN 58-2449683

Plan number 001

Plan year 2024

ACK ID 20250605130551NAL0020199984001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Slepian & Schwartz, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

SLEPIAN & SCHWARTZ, LLC

EIN

all filings

Address

42 EASTBROOK BEND · PEACHTREE CITY, GA · 30269

Phone

(770) 486-1220

Industry

Law Offices· Professional & Technical Services

Plan administrator