How big is W. William Schmidt & Associates, Inc.'s plan?

W. William Schmidt & Associates, Inc.'s plan reported $8.6M in assets and 48 participants for 2025.

Original filing (PDF)20260505132420NAL0000968369001

W. William Schmidt & Associates, Inc.

Name: W. William Schmidt & Associates, Inc. — W. William, Form 5500 (2025)
Creator: W. William Schmidt & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

W. William Schmidt & Associates, Inc. 401(k) Safe Harbor Plan

401(k) retirement plan · W. William Schmidt & Associates, Inc.'s W. William Schmidt & Associates, Inc. 401(k) Safe Harbor Plan held $8.6M in plan assets for 48 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

Plan identifiers

W. William Schmidt & Associates, Inc.'s EIN is 34-1222652.

EIN 34-1222652

Plan number 002

Plan year 2025

ACK ID 20260505132420NAL0000968369001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for W. William Schmidt & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

W. William Schmidt & Associates, 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 W. WILLIAM SCHMIDT & ASSOCIATES, 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

Helping the score