Assets by plan
Share of aggregate retirement assets
Filings through .
Craig I. Schwartz, D.O., P.C.
EIN 20-0087340Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Health & Benefits
0
Participants
15
1300 E. 104TH STREET, SUITE 150 - KANSAS CITY, MO 64131913-451-8346
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 15 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
CRAIG I. SCHWARTZ, D.O., P.A. DEFINED BENEFIT PLAN
Traditional DB
Assets$2.1M
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
CRAIG I. SCHWARTZ, D.O., P.C. 401(K) PLAN
401(k)
Assets$1.6M
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CRAIG I. SCHWARTZ, D.O., P.A. DEFINED BENEFIT PLAN | Traditional DB | $2.1M | 9 | 2024 |
| #001 | CRAIG I. SCHWARTZ, D.O., P.C. 401(K) PLAN | 401(k) | $1.6M | 6 | 2025 |
- #002 · Traditional DB · 20249
- #001 · 401(k) · 20256
Retirement plans