Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
JOAN M. SWARTZ, L.L.C. DBA LAW OFFICES OF JOAN M. SWARTZ
EIN 43-1879116Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$594K assets
Welfare
1
Participants
12
3348 GREENWOOD BLVD - ST. LOUIS, MO 63143314-471-2032
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $594K 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#002
LAW OFFICES OF JOAN M. SWARTZ CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$452K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
LAW OFFICES OF JOAN M. SWARTZ 401(K) PLAN
401k
Assets$142K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
JOAN M. SWARTZ LLC MCF BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LAW OFFICES OF JOAN M. SWARTZ CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $452K | 5 | 2025 | |
| 001 | LAW OFFICES OF JOAN M. SWARTZ 401(K) PLAN | 401k | $142K | 5 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JOAN M. SWARTZ LLC MCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans