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J.L. SCHWARTZ INSURANCE AGENCY

EIN 38-2629288-insurance-Latest filing 2025
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
7
645 LAMOREAUX DRIVE NW, PO BOX 449 - CONSTOCK PARK, MI 49321616-784-7200LinkedIn1-10 employeesinsurance
Plans on this EIN
1 filing
#001401k-$1.5M - 7 part

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Retirement#001

J.L. SCHWARTZ INSURANCE AGENCY 401(K) SALARY REDUCTION PLAN & TRUST

401k

Assets$1.5M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001J.L. SCHWARTZ INSURANCE AGENCY 401(K) SALARY REDUCTION PLAN & TRUST401k$1.5M72025
Retirement plans
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