Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALEXANDER & SCHMIDT
EIN 01-0457780Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
57
P. O. BOX 337 - YARMOUTH, ME 04096207-869-1300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 57 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALEXANDER & SCHMIDT 401(K) PROFIT SHARING PLAN
401k
Assets$3.3M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALEXANDER & SCHMIDT CASH BALANCE PLAN
CashBalance
Assets$977K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALEXANDER & SCHMIDT 401(K) PROFIT SHARING PLAN | 401k | $3.3M | 40 | 2024 | |
| 002 | ALEXANDER & SCHMIDT CASH BALANCE PLAN | CashBalance | $977K | 17 | 2024 |
Retirement plans