How big is Kruger & Schwartz's plan?

Kruger & Schwartz's plan reported $2.7M in assets and 9 participants for 2024.

Original filing (PDF)20250919113723NAL0002637552001

Kruger & Schwartz

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

Form 5500-SF

FILING_RECEIVED

Kruger & Schwartz Profit Sharing Plan

401(k) retirement plan · Kruger & Schwartz's Kruger & Schwartz Profit Sharing Plan held $2.7M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Richard A. Schwartz signed Kruger & Schwartz's 2024 Form 5500 as plan administrator.

Richard A. 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

Kruger & Schwartz's EIN is 61-1150611.

EIN 61-1150611

Plan number 001

Plan year 2024

ACK ID 20250919113723NAL0002637552001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kruger & Schwartz's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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