How big is Robert M. Schwartz, PA's plan?

Robert M. Schwartz, PA's plan reported $1.6M in assets and 4 participants for 2024.

Original filing (PDF)20251013091546NAL0002276898002

Robert M. Schwartz, PA

Name: Robert M. Schwartz, PA — Robert M. Schwartz, PA, Form 5500 (2024)
Creator: Robert M. Schwartz, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert M. Schwartz, PA 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Robert M. Schwartz, PA's Robert M. Schwartz, PA 401(k) Profit Sharing Plan and Trust held $1.6M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Robert M. Schwartz, PA's EIN is 65-0303438.

EIN 65-0303438

Plan number 001

Plan year 2024

ACK ID 20251013091546NAL0002276898002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert M. Schwartz, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert M. Schwartz, PA'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 ROBERT M. SCHWARTZ, PA.

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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