Original filing (PDF)20250729110448NAL0005665938001

JILL S. SCHWARTZ & ASSOCIATES, P.A.

Name: JILL S. SCHWARTZ & ASSOCIATES, P.A. — JILL S, SCHWARTZ & ASSOCIATES, P.A. RETIREMENT & SAVINGS PLAN, Form 5500 (2024)
Creator: JILL S. SCHWARTZ & ASSOCIATES, P.A.

Form 5500-SF

FILING_RECEIVED

JILL S, SCHWARTZ & ASSOCIATES, P.A. RETIREMENT & SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JILL S. SCHWARTZ & ASSOCIATES, P.A..

Plan sponsor

Name

JILL S. SCHWARTZ & ASSOCIATES, P.A.

EIN