Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SCHWANTZ & ASSOCIATES, INC.
EIN 75-2594998Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
10
20 TOWNE DRIVE, SUITE 375 - BLUFFTON, SC 29910214-466-3209
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.2M 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#001
SCHWANTZ & ASSOCIATES INC 401K PROFIT SHARING PLAN
401k
Assets$3.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SCHWANTZ & ASSOCIATES INC. CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SCHWANTZ & ASSOCIATES INC 401K PROFIT SHARING PLAN | 401k | $3.2M | 6 | 2025 | |
| 002 | SCHWANTZ & ASSOCIATES INC. CASH BALANCE PLAN | CashBalance | $2.0M | 4 | 2024 |
Retirement plans