Sponsor portfolio
SCHMITT WEALTH ADVISERS LLC
EIN 47-4700160investment managementLatest filing 2025
Plans
2
Retirement
1
$840K assets
Welfare
1
Participants
5
4555 LAKE FOREST DR STE 235 - BLUE ASH, OH 452423764513-813-1580schmittwealthadvisers.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SCHMITT WEALTH ADVISERS LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$840K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SCHMITT WEALTH ADVISERS SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SCHMITT WEALTH ADVISERS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $840K | 3 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SCHMITT WEALTH ADVISERS SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans