How big is Schmidt Associates, LLC's plan?

Schmidt Associates, LLC's plan reported $3.9M in assets and 27 participants for 2024.

Original filing (PDF)20250605171337NAL0011724593001

Schmidt Associates, LLC

Name: Schmidt Associates, LLC — Schmidt Associates, LLC, Form 5500 (2024)
Creator: Schmidt Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schmidt Associates, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Schmidt Associates, LLC's Schmidt Associates, LLC 401(k) Profit Sharing Plan held $3.9M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Schmidt Associates, LLC's EIN is 43-1592684.

EIN 43-1592684

Plan number 001

Plan year 2024

ACK ID 20250605171337NAL0011724593001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Schmidt Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ASSOCIATES, LLC.

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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