Plan Snapshot
- Plan Sponsor: Schmidt & Bartelt, INC
- Sponsor EIN: 390986146
- Sponsor Address: 10121 W NORTH AVENUE, WAUWATOSA, WI, 53226
- Plan Type: DC
- 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. |
|---|
| 2025 | 30 | $10.8M | $0 | $0 |
| 2024 | 30 | $10.8M | $0 | $0 |
| 2023 | 28 | $10.6M | $615,350 | $0 |
| 2022 | 24 | $10.2M | $537,968 | $0 |