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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

SCHMIDT FINANCIAL GROUP, INC. 401(k) Plan

What public Form 5500 filings show about the SCHMIDT FINANCIAL GROUP, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$87K
Participants
5
Plans on file
1

The SCHMIDT FINANCIAL GROUP, INC. 401(k) on its latest Form 5500

SCHMIDT FINANCIAL GROUP, INC. (EIN 36-3622811) reports SCHMIDT FINANCIAL GROUP, INC. 401(K) PLAN on its most recent Form 5500, with $87K in plan assets across 5 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 FINANCIAL GROUP, INC. filing — schedules, fees, and providers.

Who runs the SCHMIDT FINANCIAL GROUP, INC. 401(k)?

SCHMIDT FINANCIAL GROUP, INC.’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 SCHMIDT FINANCIAL GROUP, INC.HR for the recordkeeper’s name and login.

How to check your SCHMIDT FINANCIAL GROUP, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask SCHMIDT FINANCIAL GROUP, 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).
More on this employer: SCHMIDT FINANCIAL GROUP, INC. — all Form 5500 filings (EIN 36-3622811) · Illinois employer EIN lookup · Form 5500 search
SCHMIDT FINANCIAL GROUP, INC. 401(k) Plan — Form 5500