Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUSAN SCHWARM DBA WINCHESTER WEALTH ADVISORS
EIN 26-1160395Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
10
1860 W. WINCHESTER RD., STE 104 - LIBERTYVILLE, IL 60048847-549-7300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 10 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#001
SUSAN SCHWARM DBA WINCHESTER WEALTH ADVISORS CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SUSAN SCHWARM DBA WINCHESTER WEALTH ADVISORS 401(K) PROFIT SHARING PLAN
401k
Assets$353K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUSAN SCHWARM DBA WINCHESTER WEALTH ADVISORS CASH BALANCE PLAN | CashBalance | $1.4M | 5 | 2024 | |
| 002 | SUSAN SCHWARM DBA WINCHESTER WEALTH ADVISORS 401(K) PROFIT SHARING PLAN | 401k | $353K | 5 | 2024 |
Retirement plans