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Sponsor portfolio

RICHARD SCHWARTZBARD, LLC

EIN 27-1713222-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
4
PO BOX 724 - KETCHUM, ID 83340
Plans on this EIN
2 filings
#002CashBalance-$1.8M - 2 part#001401k-$1.7M - 2 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CASH BALANCE PLAN (#002)51%
  • SCHWARTZBARD, LLC 401(K) (#001)49%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • SCHWARTZBARD, LLC 401(K) (#001)2
Total 4Click 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#002

RICHARD SCHWARTZBARD, LLC CASH BALANCE PLAN

CashBalance

Assets$1.8M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RICHARD SCHWARTZBARD, LLC 401(K) PLAN

401k

Assets$1.7M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RICHARD SCHWARTZBARD, LLC CASH BALANCE PLANCashBalance$1.8M22025
001RICHARD SCHWARTZBARD, LLC 401(K) PLAN401k$1.7M22025
Retirement plans
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