Schmidt Associates Inc. 401(k) Plan
What public Form 5500 filings show about the Schmidt Associates Inc. 401(k) plan — and how to find and check your own account.
The Schmidt Associates Inc. 401(k) on its latest Form 5500
Schmidt Associates Inc. (EIN 35-1402312) reports SCHMIDT ASSOCIATES INC. 401K AND PROFIT SHARING PLAN on its most recent Form 5500, with $26.2M in plan assets across 132 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 Schmidt Associates Inc. filing — schedules, fees, and providers.
Who runs the Schmidt Associates Inc. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Schmidt Associates Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SHEPHERD FINANCIAL INVESTMENT ADVIS.
How to check your Schmidt Associates Inc. 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask Schmidt Associates Inc. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).