Original filing (PDF)20250619131338NAL0003173185001

DANIEL SCHWARTZ DMD MD LLC

Name: DANIEL SCHWARTZ DMD MD LLC — DANIEL SCHWARTZ DMD MD LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: DANIEL SCHWARTZ DMD MD LLC

Form 5500-SF

FILING_RECEIVED

DANIEL SCHWARTZ DMD MD LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$920K

Net assets (EOY)

$920K

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 (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL SCHWARTZ DMD MD LLC.

Plan sponsor

Name

DANIEL SCHWARTZ DMD MD LLC

EIN

83-4389529

Address

3690 ORGANGE PLACE SUITE 111 · BEACHWOOD, OH · 44122

Phone

(516) 582-1839

Industry