How big is Joseph E. Schmitz, PLLC's plan?

Joseph E. Schmitz, PLLC's plan reported $2.5M in assets and 3 participants for 2024.

Original filing (PDF)20250904075240NAL0027137344001

Joseph E. Schmitz, PLLC

Name: Joseph E. Schmitz, PLLC — Joseph E. Schmitz, PLLC, Form 5500 (2024)
Creator: Joseph E. Schmitz, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph E. Schmitz, PLLC 401(k) Plan

401(k) retirement plan · Joseph E. Schmitz, PLLC's Joseph E. Schmitz, PLLC 401(k) Plan held $2.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Joseph E. Schmitz, PLLC's EIN is 26-3287169.

EIN 26-3287169

Plan number 001

Plan year 2024

ACK ID 20250904075240NAL0027137344001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Joseph E. Schmitz, PLLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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