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  2. ANSEL M. SCHWARTZ ATTORNEY AT LAW
Sponsor portfolio

ANSEL M. SCHWARTZ ATTORNEY AT LAW

EIN 25-1656356-legal services-Latest filing 2025
Plans
2
Retirement
2
$29.4M assets
Welfare
0
Participants
8
13 N. CASEY KEY ROAD - OSPREY, FL 34229412-621-9222LinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#003TraditionalDB-$19.1M - 4 part#004401k-$10.2M - 4 part

Retirement portfolio analytics

2 plans aggregated / $29.4M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • DEFINED BENEFIT PENSION (#003)65%
  • PROFIT SHARING PLAN (#004)35%
Total $29.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#003)4
  • PROFIT SHARING PLAN (#004)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ANSEL M. SCHWARTZ ATTORNEY AT LAW DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$19.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ANSEL M. SCHWARTZ ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN

401k

Assets$10.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ANSEL M. SCHWARTZ ATTORNEY AT LAW DEFINED BENEFIT PENSION PLANTraditionalDB$19.1M42025
004ANSEL M. SCHWARTZ ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN401k$10.2M42025
Retirement plans
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