SWARTZ RETSON

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

35,283

Total plan assets

$1.5B

Filings (rows)

Direct comp

$207K

Indirect comp

Aggregating 4 name variants under "SWARTZ RETSON"

SWARTZ RETSON & CO P C5 SWARTZ RETSON4 SWARTZ RETSON AND CO3 SWARTZ RETSON & CO PC1

SERVICES PROVIDED

Accountant / Auditor13

Top plans served

All 13 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
COMMUNITY FOUNDATION OF NORTHWEST INDIANA, INC. COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN	MUNSTER, IN	Accountant / Auditor AUDITOR	8,025	$440.3M	$16K
COMMUNITY FOUNDATION OF NORTHWEST INDIANA, INC. COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN	MUNSTER, IN	Accountant / Auditor AUDITOR	7,790	$391.1M	$27K