· 2022–2024 · DOL EFAST2

HALICZER, PETTIS & SCHWAMM, P.A. — HALICZER, PETTIS & SCHWAMM, P.A. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250402081727NAL0004822563001

HALICZER, PETTIS & SCHWAMM, P.A.

Form 5500-SF

FILING_RECEIVED

HALICZER, PETTIS & SCHWAMM, P.A. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

18

Accounts w/ balance

23

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

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

82

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HALICZER, PETTIS & SCHWAMM, P.A..

Plan sponsor

Name

HALICZER, PETTIS & SCHWAMM, P.A.

EIN

65-0641373

Address

100 SE 3RD AVENUE, 7TH FLOOR · FORT LAUDERDALE, FL · 33394

Phone

(954) 523-9922

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-02

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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