Original filing (PDF)20251104133027NAL0006611123001

AB SCHMITZ AGENCY, INC.

Name: AB SCHMITZ AGENCY, INC. — AB SCHMITZ AGENCY, INC. 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: AB SCHMITZ AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

AB SCHMITZ AGENCY, INC. 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

AB SCHMITZ AGENCY, INC.

EIN

39-0768886all filings

Address

2412 LATHROP AVE · RACINE, WI · 53405

Phone

(262) 658-1335

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-10-31

Filed

2025-11-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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