· 2022–2024 · DOL EFAST2
Search
Search
Browse
Resources
Pricing
Schwartz & — Form 5500 Service Provider Profile | Form 5500 Search
Home
/
Providers
/
Schwartz &
Back to search
Schwartz &
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
1
Active participants
123
Total plan assets
$7.8M
Filings (rows)
1
Direct comp
$29K
Indirect comp
$0
Showing only "SCHWARTZ &"
View all 4 variants aggregated →
SCHWARTZ & CO
38
SCHWARTZ & CO INVESTMENT ADVISORS
2
SCHWARTZ & CO ADVISOR
2
SCHWARTZ &
1
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
Unlock full export (Pro)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
M&M Luxury Automotive, LLC
Meade Lexus 401(k) Plan and Trust ·
all filings
UTICA, MI
Advisor / Consultant
123
$7.8M
$29K
$0