Schmitty & Sons Holdings, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Schmitty & Sons Holdings, INC.
  • Sponsor EIN: 810928055
  • Sponsor Address: 22750 PILLSBURY AVENUE, LAKEVILLE, MN, 55044
  • Plan Type: DC
  • Plan Number: 002
  • Total Participants: 595
  • Total Assets: $39.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023595$39.3M$980,600$0
2022447$31.7M$502,350$0

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