How big is Schmitt Wealth Advisers' plan?

Schmitt Wealth Advisers' plan reported $2K in assets and 2 participants for 2024.

Original filing (PDF)20250729141244NAL0007750162001

Schmitt Wealth Advisers

Name: Schmitt Wealth Advisers — Schmitt Wealth Advisers, Form 5500 (2024)
Creator: Schmitt Wealth Advisers
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schmitt Wealth Advisers SOCA Benefit Plan

Health & welfare plan · Schmitt Wealth Advisers' Schmitt Wealth Advisers SOCA Benefit Plan held $2K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$695

People on this filing

Matt Appenzeller signed Schmitt Wealth Advisers' 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Schmitt Wealth Advisers' EIN is 47-4700160.

EIN 47-4700160

Plan number 501

Plan year 2024

ACK ID 20250729141244NAL0007750162001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schmitt Wealth Advisers from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schmitt Wealth Advisers' plan includes health coverage.

Decision-maker contacts

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

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score