Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SHAFER SWARTZ, PLC
EIN 38-2918428Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
18
40 CONCORD AVENUE - MUSKEGON, MI 49442231-722-2444
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 18 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
SHAFER SWARTZ, PLC PROFIT SHARING 401(K) PLAN
401k
Assets$3.6M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
SHAFER SWARTZ, PLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHAFER SWARTZ, PLC PROFIT SHARING 401(K) PLAN | 401k | $3.6M | 13 | 2025 | |
| 003 | SHAFER SWARTZ, PLC CASH BALANCE PENSION PLAN | CashBalance | $1.2M | 5 | 2024 |
Retirement plans