How big is Schmidt Real Estate, Inc.'s plan?

Schmidt Real Estate, Inc.'s plan reported $1.3M in assets and 168 participants for 2024.

Original filing (PDF)20250723081910NAL0001844643001

Schmidt Real Estate, Inc.

Name: Schmidt Real Estate, Inc. — Schmidt Real Estate, Form 5500 (2024)
Creator: Schmidt Real Estate, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schmidt Real Estate, Inc. 401(k) Plan

401(k) retirement plan · Schmidt Real Estate, Inc.'s Schmidt Real Estate, Inc. 401(k) Plan held $1.3M in plan assets for 168 participants in 2024.

Signals · 1

No auditor on file

Active participants

168

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Schmidt Real Estate, Inc.'s EIN is 38-2189770.

EIN 38-2189770

Plan number 001

Plan year 2024

ACK ID 20250723081910NAL0001844643001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Schmidt Real Estate, 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 SCHMIDT REAL ESTATE, INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score