How big is Daniel Schwartz DMD MD LLC's plan?

Daniel Schwartz DMD MD LLC's plan reported $920K in assets and 5 participants for 2024.

Original filing (PDF)20250619131338NAL0003173185001

Daniel Schwartz DMD MD LLC

Name: Daniel Schwartz DMD MD LLC — Daniel Schwartz DMD MD, Form 5500 (2024)
Creator: Daniel Schwartz DMD MD LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel Schwartz DMD MD LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Daniel Schwartz DMD MD LLC's Daniel Schwartz DMD MD LLC 401(k) Profit Sharing Plan & Trust held $920K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$920K

Net assets (EOY)

$920K

People on this filing

Daniel Schwartz signed Daniel Schwartz DMD MD LLC's 2024 Form 5500 as plan administrator.

Daniel Schwartz — 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

Daniel Schwartz DMD MD LLC's EIN is 83-4389529.

EIN 83-4389529

Plan number 001

Plan year 2024

ACK ID 20250619131338NAL0003173185001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel Schwartz DMD MD LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel Schwartz DMD MD LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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.

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

Plan sponsor

Name

DANIEL SCHWARTZ DMD MD LLC

EIN

all filings

Address

3690 ORGANGE PLACE SUITE 111 · BEACHWOOD, OH · 44122

Phone

(516) 582-1839

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator