Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Schmidt Capital Advisors, Inc.
EIN 36-4052019investment bankingLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
7
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 7 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 CAPITAL ADVISORS, INC. EMPLOYEES 401(K) SAVINGS PLAN
401(k)
Assets$3.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SCHMIDT CAPITAL ADVISORS, INC. CASH BALANCE PLAN
Cash balance
Assets$454K
Participants3
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 CAPITAL ADVISORS, INC. EMPLOYEES 401(K) SAVINGS PLAN | 401(k) | $3.2M | 4 | 2025 | |
| 002 | SCHMIDT CAPITAL ADVISORS, INC. CASH BALANCE PLAN | Cash balance | $454K | 3 | 2025 |
Retirement plans