Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SWARTZ CAMPBELL LLC
EIN 23-1141190law practiceLatest filing 2024
Plans
2
Retirement
2
$53.4M assets
Welfare
0
Participants
387
TWO COMMERCE SQUARE, 2001 MARKET STREET, SUITE 2815 - PHILADELPHIA, PA 19103215-299-4376swartzcampbell.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $53.4M assets / 387 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
SWARTZ CAMPBELL LLC CAPITAL ACCUMULATION PLAN
401k
Assets$34.8M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SWARTZ CAMPBELL LLC RETIREMENT PLAN
TraditionalDB
Assets$18.6M
Participants235
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 | SWARTZ CAMPBELL LLC CAPITAL ACCUMULATION PLAN | 401k | $34.8M | 152 | 2024 | |
| 001 | SWARTZ CAMPBELL LLC RETIREMENT PLAN | TraditionalDB | $18.6M | 235 | 2024 |
Retirement plans
Welfare plans