Original filing (PDF)20250421152011NAL0004658496001

SCHWARTZ & CO., CPA'S PLLC 401(K) PLAN

Name: SCHWARTZ & CO., CPA'S PLLC 401(K) PLAN — Form 5500 (2024)
Creator: SCHWARTZ & CO., CPA'S PLLC 401(K) PLAN

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$764K

Net assets (EOY)

$764K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHWARTZ & CO., CPA'S PLLC 401(K) PLAN.

Plan sponsor

Name

SCHWARTZ & CO., CPA'S PLLC 401(K) PLAN

EIN

81-1493954all filings

Address

110 ACRES ROAD #112 · MONROE, NY · 10950

Phone

(845) 783-0062

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator