How big is C.G. Schmidt, Inc.'s plan?

C.G. Schmidt, Inc.'s plan reported $39.7M in assets and 156 participants for 2024.

Original filing (PDF)20251008142620NAL0013997730001

C.G. Schmidt, Inc.

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

Form 5500

FILING_RECEIVED

C.G. Schmidt, Inc. Defined Contribution Plan

401(k) retirement plan · C.G. Schmidt, Inc.'s C.G. Schmidt, Inc. Defined Contribution Plan held $39.7M in plan assets for 156 participants in 2024, with OneAmerica as recordkeeper.

Signals · 2

Corrective distributions issuedHigh average account balance

Active participants

156

Accounts w/ balance

182

Plan assets (EOY)

$39.7M

Net assets (EOY)

$39.7M

People on this filing

Todd Rakowski signed C.G. Schmidt, Inc.'s 2024 Form 5500 as plan administrator.

Todd Rakowski — Plan Administrator — Form 5500 signer
Shelley Anderson — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

C.G. Schmidt, Inc.'s EIN is 39-0755565.

EIN 39-0755565

Plan number 001

Plan year 2024

ACK ID 20251008142620NAL0013997730001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

C.G. Schmidt, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

43 pooled trusts

Schedule D

8 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High average account balance (97th percentile).

Plan sponsor

Name

C.G. SCHMIDT, INC.

EIN

all filings

Address

11777 WEST LAKE PARK DRIVE · MILWAUKEE, WI · 532243021

Phone

(414) 577-1026

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

WIPFLI, LLP

Trustee / custodian

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEAMERICA RETIREMENT SERVICES LLC	46-5378846	—	NONE	$41K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
HARBOUR INVESTMENTS INC	39-1571149	—	NONE	$28K	—
WIPFLI	39-0758449

Investments

8 direct securities · 43 pooled funds· $66.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$61.4M

43 holdings

Mutual Funds

$3.4M

4 holdings

Other securities

$1.3M

3 holdings

Bonds / Notes

$110K

1 holding

					% of plan
RETIREMENTTRACK AGRSV 2035 FD SHR C WILMINTON TRUST, N.A · EIN 38-4139825 / PN 602	Common Collective Trust	—	$4.5M	$5.1M	12.8%
RETIREMENTTRACK AGRSV 2035 FD SHR C WILMINTON TRUST, N.A · EIN 38-4139825 / PN 602	Common Collective Trust	—	—	$5.1M	12.8%
RETIREMENTTRACK AGRSV 2055 FD SHR C WILMINTON TRUST, N.A · EIN 38-4139827 / PN 604	Common Collective Trust	—	$3.7M	$4.3M	10.8%
RETIREMENTTRACK AGRSV 2055 FD SHR C WILMINTON TRUST, N.A · EIN 38-4139827 / PN 604	Common Collective Trust	—	—	$4.3M	10.8%
RETIREMENTTRACK AGRSV 2045 FD SHR WILMINTON TRUST, N.A · EIN 38-4139826 / PN 603	Common Collective Trust	—	$3.4M	$3.9M	9.8%
RETIREMENTTRACK AGRSV 2045 FD SHR WILMINTON TRUST, N.A · EIN 38-4139826 / PN 603	Common Collective Trust	—	—	$3.9M	9.8%
LARGE CAP GROWTH FUND II FEE CLASS WILMINTON TRUST, N.A · EIN 38-4139848 / PN 626	Common Collective Trust	—	$3.2M	$3.7M	9.4%
LARGE CAP GROWTH FUND II FEE CLASS WILMINTON TRUST, N.A · EIN 38-4139848 / PN 626	Common Collective Trust	—	—	$3.7M	9.4%
RETIREMENTTARCK MODERATE 2045 FUND WILMINTON TRUST, N.A · EIN 38-4139831 / PN 608	Common Collective Trust	—	$2.0M	$2.3M	5.7%
RETIREMENTTARCK MODERATE 2045 FUND WILMINTON TRUST, N.A · EIN 38-4139831 / PN 608	Common Collective Trust	—	—	$2.3M	5.7%
RETIREMENTTRACK MODERATE 2035 FUND WILMINTON TRUST, N.A · EIN 38-4139830 / PN 607	Common Collective Trust	—	$2.0M	$2.2M	5.7%
RETIREMENTTRACK MODERATE 2035 FUND WILMINTON TRUST, N.A · EIN 38-4139830 / PN 607	Common Collective Trust	—	—	$2.2M	5.7%
WILMINGTOM TRUST FLEXPATH LARGE CAP WILMINGTON TRUST, N.A · EIN 38-4065329 / PN 426	Common Collective Trust	—	$1.9M	$2.2M	5.6%
RETIREMENTTRACK MODERATE 2055 FUND WILMINGTON TRUST, N.A · EIN 38-4139832 / PN 609	Common Collective Trust	—	$1.4M	$1.5M	3.9%
RETIREMENTTRACK MODERATE 2055 FUND WILMINGTON TRUST, N.A · EIN 38-4139832 / PN 609	Common Collective Trust	—	—	$1.5M	3.9%
RETIREMENTTRACK CNSRV 2035 FD SHR C WILMINTON TRUST, N.A · EIN 38-4139826 / PN 612	Common Collective Trust	—	$1.4M	$1.5M	3.8%
RETIREMENTTRACK CNSRV 2035 FD SHR C WILMINTON TRUST, N.A · EIN 38-4139826 / PN 612	Common Collective Trust	—	—	$1.5M	3.8%
American Funds New Perspective R6	Mutual Funds	—	$1.3M	$1.4M	3.5%
BLACKROCK EQUITY INDEX 1 TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 910	Common Collective Trust	—	$998K	$1.2M	3.1%
Invesco Core Bond Fund Y	Mutual Funds	—	$1.2M	$1.2M	3.0%
INTERNATIONAL EQUITY FUND FEE CLASS WILMINGTON TRUST, N.A. · EIN 38-4139853 / PN 631	Common Collective Trust	—	$1.1M	$1.1M	2.9%
RELIANCE TRUST METLIFE GAC SERIES RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001	Common Collective Trust	—	$1.0M	$1.1M	2.7%
RETIREMENTTRACK MODERATE RET FD CL WILMINGTON TRUST, N.A · EIN 38-4139833 / PN 605	Common Collective Trust	—	$933K	$943K	2.4%
RETIREMENTTRACK MODERATE RET FD CL WILMINGTON TRUST, N.A · EIN 38-4139833 / PN 605	Common Collective Trust	—	—	$943K	2.4%
SMALL CAP GROWTH FUND II CLASS R1 WILMINGTON TRUST, N.A · EIN 38-4097324 / PN 487	Common Collective Trust	—	$809K	$919K	2.3%
SMALL CAP GROWTH FUND II CLASS R1 WILMINGTON TRUST, N.A · EIN 38-4097324 / PN 487	Common Collective Trust	—	—	$919K	2.3%
Pioneer Strategic Income Y (stry.x 4/01/25)	Other securities	—	$695K	$690K	1.7%
American Funds New World R6	Mutual Funds	—	$636K	$649K	1.6%
MID CAP GROWTH FUND R1 SHARES WILMINGTON TRUST, N.A. · EIN 38-4126247 / PN 549	Common Collective Trust	—	$546K	$612K	1.5%
Allspring Special Small Cap Value Fund Institutional	Other securities	—	$585K	$567K	1.4%
MID CAP VALUE FUND II R1 WILMINTON TRUST, N.A · EIN 38-7304118 / PN 630	Common Collective Trust	—	$498K	$515K	1.3%
MID CAP VALUE FUND II R1 WILMINTON TRUST, N.A · EIN 38-7304118 / PN 630	Common Collective Trust	—	—	$515K	1.3%
RETIREMENTTRACK CNSRV RET FD CIR1 WILMINTON TRUST, N.A · EIN 38-4130829 / PN 610	Common Collective Trust	—	$487K	$482K	1.2%
RETIREMENTTRACK CNSRV RET FD CIR1 WILMINTON TRUST, N.A · EIN 38-4130829 / PN 610	Common Collective Trust	—	—	$482K	1.2%
BLACKROCK US DEBT INDEX CI-1 TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 910	Common Collective Trust	—	$170K	$172K	0.4%
BLACKROCK EAFE EQUITY INDEX RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 910	Common Collective Trust	—	$150K	$155K	0.4%
Vanguard Real Estate Index Admiral	Mutual Funds	—	$147K	$148K	0.4%
Master Participant Loan- Int.3.25%-8.50%	Bonds / Notes	—	—	$110K	0.3%
BNY Mellon Natural Resources Y	Other securities	—	$79K	$71K	0.2%
RETIREMENTTRACK CNSRV 2055 FD SHR C WILMINTON TRUST, N.A · EIN 38-4139837 / PN 614	Common Collective Trust	—	$2K	$2K	<0.1%
RETIREMENTTRACK CNSRV 2055 FD SHR C WILMINTON TRUST, N.A · EIN 38-4139837 / PN 614	Common Collective Trust	—	—	$2K	<0.1%
RETIREMENTTRACK AGGRESSIVE RET FD WILMINTON TRUST, N.A · EIN 38-4139823 / PN 600	Common Collective Trust	—	$1K	$1K	<0.1%
RETIREMENTTRACK AGGRESSIVE RET FD WILMINTON TRUST, N.A · EIN 38-4139823 / PN 600	Common Collective Trust	—	—	$1K	<0.1%
RETIREMENTTRACK AGRSV 2025 FD SHR C WILMINTON TRUST, N.A · EIN 38-4139824 / PN 601	Common Collective Trust	—	—	$0	<0.1%
RELIANCE METLIFE GAC SERIES 25157 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002	Common Collective Trust	—	—	$0	<0.1%
RETIREMENTTRACK CNSRV 2025 FD SHR C WILMINTON TRUST, N.A · EIN 38-4139825 / PN 611	Common Collective Trust	—	—	$0	<0.1%
RETIREMENTTRACK MODERATE 2025 FUND WILMINTON TRUST, N.A · EIN 38-4139829 / PN 606	Common Collective Trust	—	—	$0	<0.1%
RETIREMENTTRACK MODERATE 2025 FUND WILMINTON TRUST, N.A · EIN 38-4139829 / PN 606	Common Collective Trust	—	—	$0	<0.1%
RETIREMENTTRACK CNSRV 2025 FD SHR C WILMINTON TRUST, N.A · EIN 38-4139825 / PN 611	Common Collective Trust	—	—	$0	<0.1%
RETIREMENTTRACK AGRSV 2025 FD SHR C WILMINTON TRUST, N.A · EIN 38-4139824 / PN 601	Common Collective Trust	—	—	$0	<0.1%