How big is Schmocker Financial Services, Inc.'s plan?

Schmocker Financial Services, Inc.'s plan reported $4.1M in assets and 7 participants for 2024.

Original filing (PDF)20250721140040NAL0003978418001

Schmocker Financial Services, Inc.

Name: Schmocker Financial Services, Inc. — Schmocker, Form 5500 (2024)
Creator: Schmocker Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schmocker Financial Services, Inc. 401(k) Plan

401(k) retirement plan · Schmocker Financial Services, Inc.'s Schmocker Financial Services, Inc. 401(k) Plan held $4.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Schmocker Financial Services, Inc.'s EIN is 39-1487684.

EIN 39-1487684

Plan number 001

Plan year 2024

ACK ID 20250721140040NAL0003978418001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schmocker Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schmocker Financial Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

SCHMOCKER FINANCIAL SERVICES, INC.

EIN

all filings

Address

2800 NATIONAL DR · SUITE 103 · ONALASKA, WI · 54550

Phone

(608) 784-4180

Industry

Finance & Insurance

Plan administrator