Original filing (PDF)20251230153537NAL0020125793001

DAVID K. & ELLEN M SCHMITZ, INC.

Name: DAVID K. & ELLEN M SCHMITZ, INC. — SCHMITZS ECONOMART 401(K) PLAN, Form 5500 (2024)
Creator: DAVID K. & ELLEN M SCHMITZ, INC.

Form 5500-SF

FILING_RECEIVED

SCHMITZS ECONOMART 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID K. & ELLEN M SCHMITZ, INC..

Plan sponsor

Name

DAVID K. & ELLEN M SCHMITZ, INC.

EIN

39-1080457

Address

700 S RIVER STREET · SPOONER, WI · 54801

Phone

(715) 635-2836

Industry

Supermarkets & Other Grocery Stores· Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2025-12-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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