How big is Schmitz Homes, Inc.'s plan?

Schmitz Homes, Inc.'s plan reported $1.7M in assets and 4 participants for 2024.

Original filing (PDF)20250721143603NAL0000663155001

Schmitz Homes, Inc.

Name: Schmitz Homes, Inc. — Schmitz Homes, Inc. 401(k), Form 5500 (2024)
Creator: Schmitz Homes, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schmitz Homes, Inc. 401(k) Plan

401(k) retirement plan · Schmitz Homes, Inc.'s Schmitz Homes, Inc. 401(k) Plan held $1.7M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Carrie Schmitz signed Schmitz Homes, Inc.'s 2024 Form 5500 as plan administrator.

Carrie Schmitz — 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

Schmitz Homes, Inc.'s EIN is 26-0214307.

EIN 26-0214307

Plan number 001

Plan year 2024

ACK ID 20250721143603NAL0000663155001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schmitz Homes, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schmitz Homes, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHMITZ HOMES, INC..

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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

Knocking points off