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  2. Allen N. Schwartz, Ltd.

Filings through Oct 24, 2026.

Sponsor portfolio

Allen N. Schwartz, Ltd.

EIN 20-2027572-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$2.2M assets
Welfare
0
Participants
37
60 WEST RANDOLPH, FOURTH FLOOR - CHICAGO, IL 60601312-782-2525
Plans on this EIN
1 filing
#001Profit-sharing-$2.2M - 37 part

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Retirement#001

ALLEN N. SCHWARTZ, LTD. PROFIT SHARING PLAN

Profit-sharing

Assets$2.2M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLEN N. SCHWARTZ, LTD. PROFIT SHARING PLANProfit-sharing$2.2M372025
Retirement plans
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