What public Form 5500 filings show about the Schmitt Wealth Advisers LLC 401(k) plan — and how to find and check your own account.
Schmitt Wealth Advisers LLC (EIN 47-4700160) reports SCHMITT WEALTH ADVISERS LLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $640K 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 Schmitt Wealth Advisers LLC filing — schedules, fees, and providers.
Schmitt Wealth Advisers LLC’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 Schmitt Wealth Advisers LLCHR for the recordkeeper’s name and login.
