How big is Rachel A. Schwarz's plan?

Rachel A. Schwarz's plan reported $506K in assets for 2023.

Original filing (PDF)20240322115958NAL0003597427001

Rachel A. Schwarz

Name: Rachel A. Schwarz — Rachel A. Schwarz Indiv 401(k), Form 5500 (2023)
Creator: Rachel A. Schwarz
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rachel A. Schwarz Indiv 401(k)

Defined-contribution retirement plan · Rachel A. Schwarz's Rachel A. Schwarz Indiv 401(k) reported $506K in plan assets in 2023.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$506K

Net assets (EOY)

$506K

Plan identifiers

Rachel A. Schwarz's EIN is 81-2554532.

EIN 81-2554532

Plan number 001

Plan year 2023

ACK ID 20240322115958NAL0003597427001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Rachel A. Schwarz from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Decision-maker contacts

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score