Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
SCOTT SCHWARTZ DDS, PC
EIN 45-4322223medical practiceLatest filing 2024
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
23
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 23 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
SCOTT SCHWARTZ DDS PC CASH BALANCE PLAN
CashBalance
Assets$3.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SCOTT SCHWARTZ DDS, PC 401(K) PLAN
401k
Assets$2.4M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SCOTT SCHWARTZ DDS PC CASH BALANCE PLAN | CashBalance | $3.2M | 11 | 2024 | |
| 001 | SCOTT SCHWARTZ DDS, PC 401(K) PLAN | 401k | $2.4M | 12 | 2024 |
Retirement plans