DANIEL J. SWARTZ, M.D., P.L.L.C. DBA FOREST DIRECT PRIMARY CARE — DANIEL J. SWARTZ, M.D., P.L.L.C. DBA FOREST DIRECT PRIMARY CARE 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
DANIEL J. SWARTZ, M.D., P.L.L.C. DBA FOREST DIRECT PRIMARY CARE
Form 5500-SF
FILING_RECEIVED
DANIEL J. SWARTZ, M.D., P.L.L.C. DBA FOREST DIRECT PRIMARY CARE 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$129K
Net assets (EOY)
$129K
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
76
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL J. SWARTZ, M.D., P.L.L.C. DBA FOREST DIRECT PRIMARY CARE.
Plan sponsor
Name
DANIEL J. SWARTZ, M.D., P.L.L.C. DBA FOREST DIRECT PRIMARY CARE
