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Sponsor portfolio

RALPH A. SCHWARTZ PC

EIN 20-0945853-law practice-Latest filing 2025
Plans
2
Retirement
2
$479K assets
Welfare
0
Participants
14
9555 HILLWOOD DR, SUITE 110 - LAS VEGAS, NV 89134702-888-5291ralphaschwartzpc.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#003CashBalance-$446K - 7 part#002ProfitSharing-$33K - 7 part

Retirement portfolio analytics

2 plans aggregated / $479K assets / 14 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • CASH BALANCE PLAN (#003)93%
  • PLAN & TRUST (#002)7%
Total $479KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#003)7
  • PLAN & TRUST (#002)7
Total 14Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

RALPH A. SCHWARTZ PC CASH BALANCE PLAN

CashBalance

Assets$446K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RALPH A. SCHWARTZ PC PROFIT SHARING PLAN & TRUST

ProfitSharing

Assets$33K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003RALPH A. SCHWARTZ PC CASH BALANCE PLANCashBalance$446K72025
002RALPH A. SCHWARTZ PC PROFIT SHARING PLAN & TRUSTProfitSharing$33K72025
Retirement plans
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