· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JERRY SCHWARTZ, M.D. — JERRY SCHWARTZ, M.D. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251020204913NAL0000958976001
JERRY SCHWARTZ, M.D.
Form 5500-SF
FILING_RECEIVED
JERRY SCHWARTZ, M.D. 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
7
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JERRY SCHWARTZ, M.D.
.
Find decision makers
Plan sponsor
Name
JERRY SCHWARTZ, M.D.
EIN
90-0051148
Address
7395 S. PECOS RD., #102 · LAS VEGAS, NV · 89120
Phone
(702) 737-8657
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
SCARSDALE OPHTHALMOLOGY ASSOC
SCARSDALE OPHTHALMOLOGY ASSOC 401(K) PROFIT SHARING PLAN & TRUST
$2.6M · 9 participants
PBACO HOLDING, LLC
PBACO HOLDING, LLC 401(K) P/S PLAN
$2.6M · 194 participants
ACUTE CARE SURGEONS, PC
ACUTE CARE SURGEONS, PC, PROFIT SHARING PLAN
$2.6M · 4 participants
ALENA ASHENBERG, MD PEDIATRICS, LLC
ALENA ASHENBERG, MD PEDIATRICS, LLC 401K PLAN
$2.6M · 5 participants
CHARLESTON NEPHROLOGY HYPERTENSION AND TRANSPLANT PLLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CHARLESTON NEPHROLOGY HYPERTENSION AND TRANSPLANT PLLC 401(K) PSP
$2.6M · 13 participants
INTERNAL MEDICINE & NEPHROLOGY ASSOCIATES, PA
INTERNAL MEDICINE & NEPHROLOGY ASSOC. 401(K) PLAN
$2.6M · 17 participants
Large plans in Nevada
GREAT GRAY TRUST COMPANY, LLC
BLACKROCK EQUITY INDEX FUND
$7.0B
GREAT GRAY TRUST COMPANY, LLC
GQG PARTNERS INTERNATIONAL EQUITY CIT
$6.5B
GREAT GRAY TRUST COMPANY, LLC
AB US LARGE CAP GROWTH CIT (W SERIES)
$4.6B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP VALUE FUND
$3.9B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP GROWTH FUND III
$3.7B
GREAT GRAY TRUST COMPANY, LLC
AFL-CIO BUILDING INVESTMENT TRUST
$3.5B
