How big is Schwartz, BON, Walker & Studer's plan?

Schwartz, BON, Walker & Studer's plan reported $9.6M in assets and 9 participants for 2024.

Original filing (PDF)20250711143032NAL0017551650001

Schwartz, BON, Walker & Studer

Name: Schwartz, BON, Walker & Studer — Schwartz, BON, Form 5500 (2024)
Creator: Schwartz, BON, Walker & Studer
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schwartz, BON, Walker & Studer, LLC

401(k) retirement plan · Schwartz, BON, Walker & Studer's Schwartz, BON, Walker & Studer, LLC held $9.6M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.6M

Net assets (EOY)

$9.6M

People on this filing

Natalie Andersen signed Schwartz, BON, Walker & Studer's 2024 Form 5500 as plan administrator.

Natalie Andersen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Schwartz, BON, Walker & Studer's EIN is 83-0232549.

EIN 83-0232549

Plan number 001

Plan year 2024

ACK ID 20250711143032NAL0017551650001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schwartz, BON, Walker & Studer from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schwartz, BON, Walker & Studer's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHWARTZ, BON, WALKER & STUDER.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

SCHWARTZ, BON, WALKER & STUDER

EIN

all filings

Address

141 S CENTER ST STE 500 · CASPER, WY · 826012588

Phone

(307) 235-6681

Industry

Law Offices· Professional & Technical Services

Plan administrator