How big is Schmitz Capital Partners LLC's plan?

Schmitz Capital Partners LLC's plan reported $1.7M in assets and 2 participants for 2025.

Original filing (PDF)20260406141248NAL0009998930001

Schmitz Capital Partners LLC

Name: Schmitz Capital Partners LLC — Schmitz Capital, Form 5500 (2025)
Creator: Schmitz Capital Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schmitz Capital Partners, LLC-401(k) and Profit Sharing Plan

401(k) retirement plan · Schmitz Capital Partners LLC's Schmitz Capital Partners, LLC-401(k) and Profit Sharing Plan held $1.7M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Steven Schmitz signed Schmitz Capital Partners LLC's 2025 Form 5500 as plan administrator.

Steven Schmitz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Schmitz Capital Partners LLC's EIN is 47-3729940.

EIN 47-3729940

Plan number 001

Plan year 2025

ACK ID 20260406141248NAL0009998930001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Schmitz Capital Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Schmitz Capital Partners LLC's plan includes a 401(k) feature.

Decision-maker contacts

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