Original filing (PDF)20250613104542NAL0015611315001

SCHMIDT COUNSELING LLC DBA EMMA SCHMIDT & ASSOCIATES

Name: SCHMIDT COUNSELING LLC DBA EMMA SCHMIDT & ASSOCIATES — ES&A 401(K) PLAN, Form 5500 (2024)
Creator: SCHMIDT COUNSELING LLC DBA EMMA SCHMIDT & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

ES&A 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$122K

Net assets (EOY)

$122K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHMIDT COUNSELING LLC DBA EMMA SCHMIDT & ASSOCIATES.

Plan sponsor

Name

SCHMIDT COUNSELING LLC DBA EMMA SCHMIDT & ASSOCIATES

EIN

82-2844886all filings

Address

3665 ERIE AVE. · CINCINNATI, OH · 45208

Phone

(513) 438-0448

Industry

Health Care & Social Assistancesee all

Plan administrator