# C.G. Schmidt, INC. 401(k) Plan
Source: https://planprovider.pro/companies/c-g-schmidt-inc-401k-plan

> C.G. Schmidt, INC.'s 401(k) plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** C.G. Schmidt, INC.

- **Sponsor EIN:** 390755565

- **Sponsor Address:** 11777 WEST LAKE PARK DRIVE, MILWAUKEE, WI, 532243021

- **Plan Type:** 401(k)

- **Total Participants:** 156

- **Total Assets:** $39.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|156|$39.7M|$1.2M|$1.6M|

| 2023|141|$33.1M|$621,605|$1.3M|

| 2022|116|$27.9M|$146,337|$1.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| WIPFLI, LLP|Auditor|$13,965|—|$13,965|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WIPFLI, LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,965

- **Estimated Expense Ratio:** 0.035% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$83,181|$28,223|—|$13,965|—|

| 2023|$88,509|$30,000|—|$24,500|—|

| 2022|$72,973|$23,750|—|—|$49,223|

## Similar Plans

- [Rocket Industrial, INC.](https://planprovider.pro/companies/rocket-industrial-inc-401k-plan) — 141 participants

- [R.J. Schinner Co., INC.](https://planprovider.pro/companies/r-j-schinner-co-inc-401k-plan) — 562 participants

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