Schmitt Mcdonald's 401(k) Plan & Trust
Sponsored by Schmitt Management Corporation · EIN 363503402 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 109
- With balances
- 83
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Old Second National Bank | Trustee (institutional) | $57,720 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $3,860 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |