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  2. Paine Schwartz Partners, LLC

Filings through Oct 24, 2026.

Paine Schwartz Partners, LLC

EIN 20-4568109-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$11.9M assets
Health & Benefits
0
Participants
89
ONE FRANKLIN PKWY, BLDG 910 STE 120 - SAN MATEO, CA 94403650-393-7103
Plans on this EIN
1 filing
#001401(k)-$11.9M - 89 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

PAINE SCHWARTZ PARTNERS, LLC 401(K) PLAN

401(k)

Assets$11.9M
Participants89
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PAINE SCHWARTZ PARTNERS, LLC 401(K) PLAN401(k)$11.9M892025
  • PAINE SCHWARTZ PARTNERS, LLC 401(K) PLAN$11.9M
    #001 · 401(k) · 202589
Retirement plans
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