Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SCHWARTZ & CO ENTERPRISES LIMITED
EIN 20-8202904machineryLatest filing 2025
Plans
2
Retirement
2
$25.5M assets
Welfare
0
Participants
117
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $25.5M assets / 117 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#002
SCHWARTZ & CO. ENTERPRISES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$18.0M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SCHWARTZ & CO ENTERPRISES LIMITED 401(K) PLAN
401k
Assets$7.5M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SCHWARTZ & CO. ENTERPRISES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $18.0M | 63 | 2025 | |
| 001 | SCHWARTZ & CO ENTERPRISES LIMITED 401(K) PLAN | 401k | $7.5M | 54 | 2025 |
Retirement plans