How big is Brandon & Schmidt's plan?

Brandon & Schmidt's plan reported $4.2M in assets and 3 participants for 2024.

Original filing (PDF)20251008191957NAL0005937297001

Brandon & Schmidt

Name: Brandon & Schmidt — Brandon & Schmidt 401(k) Profit, Form 5500 (2024)
Creator: Brandon & Schmidt
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brandon & Schmidt 401(k) Profit Sharing Plan

401(k) retirement plan · Brandon & Schmidt's Brandon & Schmidt 401(k) Profit Sharing Plan held $4.2M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan identifiers

Brandon & Schmidt's EIN is 37-1031111.

EIN 37-1031111

Plan number 001

Plan year 2024

ACK ID 20251008191957NAL0005937297001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brandon & Schmidt from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brandon & Schmidt's plan includes profit-sharing, ERISA 404(c) participant direction, 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 BRANDON & SCHMIDT.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

BRANDON & SCHMIDT

EIN

all filings

Address

916 W MAIN ST · P.O. BOX 3898 · CARBONDALE, IL · 629023898

Phone

(618) 549-0777

Industry

Law Offices· Professional & Technical Services

Plan administrator