· 2022–2024 · DOL EFAST2

SCHMITT WEALTH ADVISERS LLC — SCHMITT WEALTH ADVISERS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250624075908NAL0017043026001

SCHMITT WEALTH ADVISERS LLC

Form 5500-SF

FILING_RECEIVED

SCHMITT WEALTH ADVISERS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$640K

Net assets (EOY)

$640K

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

87

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHMITT WEALTH ADVISERS LLC.

Plan sponsor

Name

SCHMITT WEALTH ADVISERS LLC

EIN

47-4700160all filings

Address

4555 LAKE FOREST DR STE 235 · BLUE ASH, OH · 452423764

Phone

(513) 813-1580

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

2025-06-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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