Original filing (PDF)20250325140648NAL0024115136001

SCHMITZ CAPITAL PARTNERS,LLC

Name: SCHMITZ CAPITAL PARTNERS,LLC — SCHMITZ CAPITAL PARTNERS,LLC-401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SCHMITZ CAPITAL PARTNERS,LLC

Form 5500-SF

FILING_RECEIVED

SCHMITZ CAPITAL PARTNERS,LLC-401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHMITZ CAPITAL PARTNERS,LLC.

Plan sponsor

Name

SCHMITZ CAPITAL PARTNERS,LLC

DBA

SCHMITZ CAPITAL PARTNERS,LLC

EIN

47-3729940

Address

655 REDWOOD HWY STE 109 · MILL VALLEY, CA · 949413009

Phone

(415) 381-9075

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-25

Pension benefit codes

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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