# Schmidt & Bartelt, INC DC Plan
Source: https://planprovider.pro/companies/schmidt-bartelt-inc-390986146-002

> Schmidt & Bartelt, INC's DC plan: 30 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Schmidt & Bartelt, INC

- **Sponsor EIN:** 390986146

- **Sponsor Address:** 10121 W NORTH AVENUE, WAUWATOSA, WI, 53226

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 30

- **Total Assets:** $10.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|30|$10.8M|$0|$0|

| 2023|28|$10.6M|$615,350|$0|

| 2022|24|$10.2M|$537,968|$0|

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