BROOKE SCHWARTZ, LICENSED CLINICAL SOCIAL WORKER, P.C.
Form 5500-SF
FILING_RECEIVED
BROOKE SCHWARTZ PSYCHOTHERAPY 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
2
Plan assets (EOY)
$434
Net assets (EOY)
$434
Plan health score
Above-average plan
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
17
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).
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 BROOKE SCHWARTZ, LICENSED CLINICAL SOCIAL WORKER, P.C..
Plan sponsor
Name
BROOKE SCHWARTZ, LICENSED CLINICAL SOCIAL WORKER, P.C.
EIN
99-3097693
Address
1849 SAWTELLE BLVD · STE 680 · LOS ANGELES, CA · 90025
