Assets by plan
Share of aggregate retirement assets
Filings through .
Ansel M. Schwartz Attorney at Law
EIN 25-1656356legal servicesLatest filing 2025
Plans
2
Retirement
2
$29.4M assets
Health & Benefits
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $29.4M assets / 8 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
ANSEL M. SCHWARTZ ATTORNEY AT LAW DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$19.1M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
ANSEL M. SCHWARTZ ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN
401(k)
Assets$10.2M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | ANSEL M. SCHWARTZ ATTORNEY AT LAW DEFINED BENEFIT PENSION PLAN | Traditional DB | $19.1M | 4 | 2025 |
| #004 | ANSEL M. SCHWARTZ ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN | 401(k) | $10.2M | 4 | 2025 |
- #003 · Traditional DB · 20254
- #004 · 401(k) · 20254
Retirement plans