Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SCHWARTZ & SCHWARTZ, A PROFESSIONAL CORPORATION
EIN 95-3892605Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$11.8M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.8M 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#004
SCHWARTZ & SCHWARTZ, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$11.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
SCHWARTZ & SCHWARTZ, A PROFESSIONAL CORPORATION CASH BALANCE PLAN
CashBalance
Assets$478K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | SCHWARTZ & SCHWARTZ, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $11.3M | 7 | 2025 | |
| 005 | SCHWARTZ & SCHWARTZ, A PROFESSIONAL CORPORATION CASH BALANCE PLAN | CashBalance | $478K | 3 | 2025 |
Retirement plans