Schwartz & Co Investment Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

628

Total plan assets

$133.6M

Filings (rows)

Direct comp

$40K

Indirect comp

Showing only "SCHWARTZ & CO INVESTMENT ADVISORS"

View all 4 variants aggregated →

SCHWARTZ & CO38 SCHWARTZ & CO INVESTMENT ADVISORS2 SCHWARTZ & CO ADVISOR2 SCHWARTZ &1

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Dealerdirect, LLC d/b/a Forddirect Forddirect Retirement Savings Plan · all filings	DEARBORN, MI	Advisor / Consultant	314	$73.3M	$18K	$0
Dealerdirect, LLC d/b/a Forddirect Forddirect Retirement Savings Plan · all filings	DEARBORN, MI	Advisor / Consultant	314	$60.3M	$23K	$0