Original filing (PDF)20250430093611NAL0003523746001

SCHWARTZ & ASSOCIATES INC

Name: SCHWARTZ & ASSOCIATES INC — SCHWARTZ & ASSOCIATES INC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: SCHWARTZ & ASSOCIATES INC

Form 5500-SF

FILING_RECEIVED

SCHWARTZ & ASSOCIATES INC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$612

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

SCHWARTZ & ASSOCIATES INC

EIN

61-1021698all filings

Address

2950 BRECKENRIDGE LANE · SUITE 8 · LOUISVILLE, KY · 40220

Phone

(502) 451-1111

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-07-01

Tax period

2024-09-30

Filed

2025-04-30

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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