Original filing (PDF)20250924192929NAL0017843186001

Schwartz, Giannini, Lantsberger & Adamson Accountancy Corp.

Name: Schwartz, Giannini, Lantsberger & Adamson Accountancy Corp. — Form 5500 Plan 001 (2024)
Creator: Schwartz, Giannini, Lantsberger & Adamson Accountancy Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schwartz, Giannini, Lantsberger & Adamson Accountancy Corp. 401(k) Profit Sharing Trust

401(k) retirement plan · Schwartz, Giannini, Lantsberger & Adamson Accountancy Corp.'s Schwartz, Giannini, Lantsberger & Adamson Accountancy Corp. 401(k) Profit Sharing Trust held $2.8M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Schwartz, Giannini, Lantsberger & Adamson Accountancy Corp.'s EIN is 68-0290029.

EIN 68-0290029

Plan number 001

Plan year 2024

ACK ID 20250924192929NAL0017843186001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schwartz, Giannini, Lantsberger & Adamson Accountancy Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schwartz, Giannini, Lantsberger & Adamson Accountancy Corp.'s plan includes profit-sharing, a 401(k) feature, 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 SCHWARTZ, GIANNINI, LANTSBERGER & ADAMSON ACCOUNTANCY CORP.

Finding similar companies…

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