Original filing (PDF)20250728081745NAL0002854274001

Swartzentruber Wealth Management, LLC

Name: Swartzentruber Wealth Management, LLC — Swartzentrub, Form 5500 (2024)
Creator: Swartzentruber Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swartzentruber Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · Swartzentruber Wealth Management, LLC's Swartzentruber Wealth Management 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

SWARTZENTRUBER WEALTH MANAGEMENT, LLC

EIN

84-4499544all filings

Address

543 RIFFEL RD. · STE. F · WOOSTER, OH · 44691

Phone

(330) 264-2328

Industry

Finance & Insurance

Plan administrator