How big is Schmidt and Berkers Family Dentistry, S.C.'s plan?

Schmidt and Berkers Family Dentistry, S.C.'s plan reported $4.6M in assets and 18 participants for 2025.

Original filing (PDF)20260427113937NAL0019132354001

Schmidt and Berkers Family Dentistry, S.C.

Name: Schmidt and Berkers Family Dentistry, S.C. — Form 5500 Plan 002 (2025)
Creator: Schmidt and Berkers Family Dentistry, S.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schmidt and Berkers Family Dentistry, S.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Schmidt and Berkers Family Dentistry, S.C.'s Schmidt and Berkers Family Dentistry, S.C. 401(k) Profit Sharing Plan held $4.6M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan identifiers

Schmidt and Berkers Family Dentistry, S.C.'s EIN is 39-1362833.

EIN 39-1362833

Plan number 002

Plan year 2025

ACK ID 20260427113937NAL0019132354001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Schmidt and Berkers Family Dentistry, S.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Schmidt and Berkers Family Dentistry, S.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, 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 AND BERKERS FAMILY DENTISTRY, S.C..

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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