Original filing (PDF)20250819180000NAL0002556993001

SCHWARTZ, INC. DBA VISION ART MANAGEMENT

Name: SCHWARTZ, INC. DBA VISION ART MANAGEMENT — SCHWARTZ, INC. DBA VISION ART MANAGEMENT PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SCHWARTZ, INC. DBA VISION ART MANAGEMENT

Form 5500-SF

FILING_RECEIVED

SCHWARTZ, INC. DBA VISION ART MANAGEMENT PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHWARTZ, INC. DBA VISION ART MANAGEMENT.

Plan sponsor

Name

SCHWARTZ, INC. DBA VISION ART MANAGEMENT

EIN

95-4659723

Address

C/O KESSLER, SCHNEIDER, SCHELTINGA · 15260 VENTURA BLVD., SUITE 1040 · SHERMAN OAKS, CA · 91403

Phone

(818) 382-7800

Industry

Arts, Entertainment, Recreationsee 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

2025-08-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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