How big is Schwartz & Schwartz, a Professional Corporation's plan?

Schwartz & Schwartz, a Professional Corporation's plan reported $478K in assets and 3 participants for 2025.

Original filing (PDF)20260414181543NAL0018925537001

Schwartz & Schwartz, a Professional Corporation

Name: Schwartz & Schwartz, a Professional Corporation — Form 5500 Plan 005 (2025)
Creator: Schwartz & Schwartz, a Professional Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schwartz & Schwartz, a Professional Corporation Cash Balance Plan

Defined-benefit pension plan · Schwartz & Schwartz, a Professional Corporation's Schwartz & Schwartz, a Professional Corporation Cash Balance Plan held $478K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$478K

Net assets (EOY)

$478K

Plan identifiers

Schwartz & Schwartz, a Professional Corporation's EIN is 95-3892605.

EIN 95-3892605

Plan number 005

Plan year 2025

ACK ID 20260414181543NAL0018925537001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Schwartz & Schwartz, a Professional Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Schwartz & Schwartz, a Professional Corporation's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 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