Schmidt Associates Inc. 401 K And Profit Sharing Plan
Sponsored by Schmidt Associates Inc. · EIN 351402312 · Plan #001
- Total assets
- $26.2M
- Net assets
- $26.2M
- Active participants
- 132
- With balances
- 153
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shepherd Financial Investment Advis | Consulting (general), Investment advisory (plan), Insurance brokerage commissions | $55,941 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $35,532 |