Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LORRAINE E. SCHWARTZ INC.
EIN 13-4173204luxury goods & jewelryLatest filing 2024
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
35
580 FIFTH AVENUE, SUITE 1102 - NEW YORK, NY 100362999646-274-2008lorraineschwartz.comLinkedIn11-50 employeesluxury goods & jewelry
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 35 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LORRAINE E. SCHWARTZ INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$5.0M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
LORRAINE E. SCHWARTZ INC. 401(K) PROFIT SHARING PLAN
401k
Assets$472K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LORRAINE E. SCHWARTZ INC. DEFINED BENEFIT PLAN | TraditionalDB | $5.0M | 17 | 2024 | |
| 002 | LORRAINE E. SCHWARTZ INC. 401(K) PROFIT SHARING PLAN | 401k | $472K | 18 | 2024 |
Retirement plans