Plans listing this provider
28
0.05% of the 56,420 plans with Schedule H financials; 25 in 2023
Providers › Gregory J. Schwartz & Co., Inc.
Gregory J. Schwartz & Co., Inc.
- Service provider, as named on Schedule C
- EIN 382117812
- Plan year 2024
- Direct compensation reported $1,536,539
Assets of those plans
$3,184,673,057
0.04% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,536,539
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 19 |
| 50 | Direct payment from the plan | 10 |
| 26 | Investment advisory (participants) | 6 |
| 15 | Recordkeeping and information management | 3 |
| 16 | Consulting (general) | 3 |
| 64 | Recordkeeping fees | 3 |
| 99 | Other fees | 3 |
| 17 | Consulting (pension) | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Adient US LLC Savings and Investment (401k) Plan | Adient | $950,805,377 | 8,249 | $55,131 |
| Valeo, Inc Retirement Savings Plan | Valeo North America | $619,119,221 | 4,818 | $140,000 |
| EJ USA, Inc. 401(k) Savings Plan | EJ USA | $240,462,588 | 1,569 | $76,074 |
| Crain Communications Inc 401(k) Plan | Crain Communications | $166,898,680 | 941 | $30,675 |
| Henniges Automotive Retirement Savings Plan | Henniges Automotive North America | $165,179,291 | 1,369 | $47,497 |
| PVS Chemicals, Inc. 401(k) Profit Sharing Plan | PVS | $157,999,737 | 1,303 | $87,101 |
| Dfcu Financial 401(k) Plan | Dfcu Financial | $130,706,755 | 807 | $101,378 |
| Butzel Long Employees Thrift Plan and Trust | Butzel Long a Professional | $109,290,808 | 315 | $103,399 |
| Ghafari Companies 401(k) Plan | Ghafari Associates | $106,588,945 | 705 | $118,809 |
| Ai-cares Retirement Savings Plan | Ai-cares | $87,425,495 | 1,877 | $61,170 |
| Sun Communities, Inc. 401(k) Plan | Sun Communities | $83,492,017 | 3,499 | $84,077 |
| Suburban Collection 401(k) Plan | Suburban Employee Services | $61,698,939 | 1,411 | $143,480 |
| Forddirect Retirement Savings Plan | Dealerdirect LLC D/B/A Forddirect | $60,339,213 | 381 | $22,500 |
| Michigan Orthopaedic Surgeons, PLLC 401(k) Plan | Michigan Orthopaedic Surgeons | $46,538,963 | 466 | $44,403 |
| Bedrock Manufacturing Company 401(k) Planrecordkeeper | Bedrock Manufacturing | $33,817,077 | 849 | $31,156 |
| Detroit Forming, Inc. Employees' Retirement Benefit Plan and Trust | Detroit Forming | $31,332,877 | 357 | $56,475 |
| Novares US LLC 401(k) Plan | Key Plastics | $28,783,155 | 493 | $43,319 |
| ATA National Title Group, LLC 401(k) Profit Sharing Plan and Trust | ATA National Title Group | $24,664,994 | 411 | $50,213 |
| Global Automotive Systems 401(k) Retirement Plan | Advanced Vehicle Assemblies | $17,871,740 | 471 | $32,179 |
| Trott Law, P.C. Profit Sharing Plan and Trust | Trott Law | $17,427,273 | 167 | $36,191 |
| Federal Broach Holdings 401(k) Savings Plan | Federal Broach Holdings | $14,750,735 | 105 | $36,236 |
| Crypton, LLC 401(k) Plan | Crypton | $10,481,170 | 202 | $33,767 |
| Arcelormittal Tailored Blanks 401(k) Plan | Arcelormittal Tailored Blanks Americas | $9,930,606 | 213 | $11,591 |
| Wayne Wire Cloth Products Inc. Employee 401(k) Retirement Plan | Wayne Wire Cloth Products | $5,035,732 | 141 | $11,790 |
| The Lockwood Companies 401(k) Planrecordkeeper | Lockwood Companies | $4,031,669 | 183 | $14,666 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.