Plan Snapshot
- Plan Sponsor: Schmidt Financial Group, INC.
- Sponsor EIN: 363622811
- Sponsor Address: 520 LAKE COOK ROAD SUITE 187, DEERFIELD, IL, 60015
- Plan Type: DB
- Total Participants: 5
- Total Assets: $523,722
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 | 5 | $523,722 | $4,222 | $0 |
| 2023 | 5 | $1.4M | $0 | $0 |
| 2022 | 5 | $1.3M | $0 | $0 |