Original filing (PDF)20231011132244NAL0020075411001

SCHWARTZ ASSOCIATES, LLC

Name: SCHWARTZ ASSOCIATES, LLC — SCHWARTZ ASSOCIATES LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: SCHWARTZ ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

SCHWARTZ ASSOCIATES LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$212K

Net assets (EOY)

$212K

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 (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SCHWARTZ ASSOCIATES, LLC

EIN

84-2115424

Address

712 MAIN STREET, SUITE 1830 · HOUSTON, TX · 77002

Phone

(832) 583-7057

Industry