Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADAM D. SCHWARTZ, DDS, PC
EIN 52-1199774Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
32
4545 CONNECTICUT AVENUE NW, SUITE 419 - WASHINGTON, DC 20008202-244-8848
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 32 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
ADAM D. SCHWARTZ, DDS, PC PROFIT SHARING PLAN
401k
Assets$3.0M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ADAM D. SCHWARTZ, DDS PC CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants13
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 | ADAM D. SCHWARTZ, DDS, PC PROFIT SHARING PLAN | 401k | $3.0M | 19 | 2024 | |
| 003 | ADAM D. SCHWARTZ, DDS PC CASH BALANCE PLAN | CashBalance | $1.2M | 13 | 2024 |
Retirement plans