Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
JAY L. SCHWARTZ, D.O., P.C.
EIN 86-0884211Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$10.1M assets
Welfare
0
Participants
98
8416 E. SHEA BLVD, SUITE C-101 - SCOTTSDALE, AZ 85260480-483-3937
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.1M assets / 98 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
JAY L. SCHWARTZ, D.O., P.C. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$5.4M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAY L. SCHWARTZ, D.O., P.C. CASH BALANCE PLAN
CashBalance
Assets$4.8M
Participants52
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 | JAY L. SCHWARTZ, D.O., P.C. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $5.4M | 46 | 2025 | |
| 002 | JAY L. SCHWARTZ, D.O., P.C. CASH BALANCE PLAN | CashBalance | $4.8M | 52 | 2025 |
Retirement plans