How big is Charles B. Schwed Co., LLC's plan?

Charles B. Schwed Co., LLC's plan reported $30K in assets and 2 participants for 2024.

Original filing (PDF)20250910132919NAL0035126400001

Charles B. Schwed Co., LLC

Name: Charles B. Schwed Co., LLC — Charles B. Schwed Co., Form 5500 (2024)
Creator: Charles B. Schwed Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles B. Schwed Co., LLC Retirement Plan

401(k) retirement plan · Charles B. Schwed Co., LLC's Charles B. Schwed Co., LLC Retirement Plan held $30K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

Plan identifiers

Charles B. Schwed Co., LLC's EIN is 83-1438575.

EIN 83-1438575

Plan number 001

Plan year 2024

ACK ID 20250910132919NAL0035126400001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles B. Schwed Co., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles B. Schwed Co., LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

CHARLES B. SCHWED CO., LLC

EIN

all filings

Address

1 PADANARAM RD · SUITE 110, PEACOCK ALLEY · DANBURY, CT · 06811

Phone

(475) 289-3197

Industry

Manufacturing

Plan administrator