Sponsor portfolio
SCHWARTZ, BON, WALKER & STUDER
EIN 83-0232549legal servicesLatest filing 2024
Plans
2
Retirement
1
$9.6M assets
Welfare
1
Participants
20
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SCHWARTZ, BON, WALKER & STUDER, LLC
401k
Assets$9.6M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SCHWARTZ, BON, WALKER & STUDER, LLC SELF FUNDED MEDICAL REIMBURSEMENT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SCHWARTZ, BON, WALKER & STUDER, LLC | 401k | $9.6M | 20 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SCHWARTZ, BON, WALKER & STUDER, LLC SELF FUNDED MEDICAL REIMBURSEMENT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans