How big is Schmid Financial Services, LLC's plan?

Schmid Financial Services, LLC's plan reported $1.9M in assets and 3 participants for 2025.

Original filing (PDF)20260401085519NAL0001692896001

Schmid Financial Services, LLC

Name: Schmid Financial Services, LLC — Schmid Financial, Form 5500 (2025)
Creator: Schmid Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schmid Financial Services 401(k) Plan

401(k) retirement plan · Schmid Financial Services, LLC's Schmid Financial Services 401(k) Plan held $1.9M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Daniel T. Schmid signed Schmid Financial Services, LLC's 2025 Form 5500 as plan administrator.

Daniel T. Schmid — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Schmid Financial Services, LLC's EIN is 20-8746258.

EIN 20-8746258

Plan number 001

Plan year 2025

ACK ID 20260401085519NAL0001692896001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Schmid Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Schmid Financial Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHMID FINANCIAL SERVICES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score