What public Form 5500 filings show about the Brandon & Schmidt 401(k) plan — and how to find and check your own account.
Brandon & Schmidt (EIN 37-1031111) reports BRANDON & SCHMIDT 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $4.2M in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Brandon & Schmidt filing — schedules, fees, and providers.
Brandon & Schmidt’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Brandon & SchmidtHR for the recordkeeper’s name and login.
