Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SCHMIDT FINANCIAL GROUP, INC.
EIN 36-3622811financial servicesLatest filing 2024
Plans
2
Retirement
2
$611K assets
Welfare
0
Participants
15
520 LAKE COOK ROAD SUITE 187 - DEERFIELD, IL 60015773-774-2600schmidtfinancial.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $611K assets / 15 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
SCHMIDT FINANCIAL GROUP, INC. PENSION PLAN
TraditionalDB
Assets$524K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SCHMIDT FINANCIAL GROUP, INC. 401(K) PLAN
401k
Assets$87K
Participants8
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 | SCHMIDT FINANCIAL GROUP, INC. PENSION PLAN | TraditionalDB | $524K | 7 | 2024 | |
| 002 | SCHMIDT FINANCIAL GROUP, INC. 401(K) PLAN | 401k | $87K | 8 | 2024 |
Retirement plans