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BRAD SCHWARTZ WEALTH MANAGEMENT

EIN 46-4382006-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
12
300 RED BROOK BLVD STE 320 - OWINGS MILLS, MD 21117301-876-4925
Plans on this EIN
1 filing
#001401k-$1.3M - 12 part

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Retirement#001

BRAD SCHWARTZ WEALTH MANAGEMENT 401K PROFIT SHARING PLAN TRUST

401k

Assets$1.3M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BRAD SCHWARTZ WEALTH MANAGEMENT 401K PROFIT SHARING PLAN TRUST401k$1.3M122025
Retirement plans
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