How big is Schmitz Insurance Services, LLC's plan?

Schmitz Insurance Services, LLC's plan reported $1.6M in assets and 3 participants for 2022.

Original filing (PDF)20230823092440NAL0014859314001

Schmitz Insurance Services, LLC

Name: Schmitz Insurance Services, LLC — Schmitz Insurance, Form 5500 (2022)
Creator: Schmitz Insurance Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schmitz Insurance Services 401(k) Plan

401(k) retirement plan · Schmitz Insurance Services, LLC's Schmitz Insurance Services 401(k) Plan held $1.6M in plan assets for 3 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Schmitz Insurance Services, LLC's EIN is 46-5138582.

EIN 46-5138582

Plan number 001

Plan year 2022

ACK ID 20230823092440NAL0014859314001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Schmitz Insurance Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Schmitz Insurance Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHMITZ INSURANCE SERVICES, 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