Filings through .
Schwartz & Co.
Matched across 12 name variants in the filings
Schwartz & Co. summary
Schwartz & Co. appears on 16 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.3B in assets for 22,476 participants. The median client plan holds $65.1M. Most client plans are sponsored in MI, AK and GA. The largest clients by plan assets are Adient US LLC, PVS and Crain Communications Inc. Plans reported $839K in direct and indirect compensation paid to Schwartz & Co.. The median is $54K per plan.
- Participants
- 22,476
- Median plan assets
- $65.1M
- Median plan participants
- 573
- Median fees per plan
- $54K
- Schedule C direct + indirect
Top 16 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Adient US LLC | MI | $1.1B | 7,916 |
| PVS | MI | $214M | 2,022 |
| Crain Communications Inc | MI | $180M | 912 |
| Semco Energy, Inc., plan 010 | MI | $161M | 444 |
| Dfcu Financial | MI | $155M | 884 |
| Henniges Automotive Sealing Systems North America, Inc. | MI | $97.0M | 1,637 |
| Semco Energy, Inc., plan 002 | MI | $87.3M | 232 |
| Dealerdirect, LLC D/B/a Forddirect | MI | $73.3M | 389 |
| The Cold Heading Company | MI | $56.9M | 615 |
| Michigan Orthopaedic Surgeons, PLLC | MI | $54.8M | 530 |
| Sea Island Company LLC | GA | $52.7M | 4,004 |
| Enstar Natural Gas Company, plan 011 | AK | $51.0M | 242 |
| Circa Hospitality Group LLC | NV | $46.0M | 2,344 |
| Enstar Natural Gas Company, plan 010 | AK | $35.6M | 132 |
| Medallion Instrumentation Systems, LLC | MI | $19.0M | 173 |
| PVS Sackett-Waconia, Inc. | MN | $0 | 0 |
- Adient US LLC$1.1BMIParticipants 7,916
- PVS$214MMIParticipants 2,022
- MIParticipants 912
- MIParticipants 444
- Dfcu Financial$155MMIParticipants 884
- MIParticipants 1,637
- MIParticipants 232
- MIParticipants 389
- The Cold Heading Company$56.9MMIParticipants 615
- MIParticipants 530
- Sea Island Company LLC$52.7MGAParticipants 4,004
- AKParticipants 242
- NVParticipants 2,344
- AKParticipants 132
- MIParticipants 173
- MNParticipants 0
Top client states
- MI11 plans
- AK2 plans
- GA1 plan
- MN1 plan
- NV1 plan
Frequently asked questions
- Who uses Schwartz & Co.?
- 16 retirement plans list Schwartz & Co. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Adient US LLC, PVS, Crain Communications Inc, Semco Energy, Inc. and Dfcu Financial. Most client plans are sponsored in MI, AK and GA.
- How many plans does Schwartz & Co. serve?
- Schwartz & Co. serves 16 retirement plans with $2.3B in plan assets and 22,476 participants, based on the latest Form 5500 filings through 2024.
- What does Schwartz & Co. charge?
- Plans reported $839K in total Schedule C compensation paid to Schwartz & Co.. The median plan paid $54K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served16+4 YoYRank #1010 of mapped providers
Assets under administration$2.3B0.0%Rank #3368 by share of filed assets
Fees received$838,704Median $53,952/planSum across Schedule C direct + indirect
Net wins YoY+34 won - 1 lostPlan-level switch detection
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