Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$53.8M
Filings through .
Schmitty & Sons Holdings, Inc.
EIN 81-0928055transportation/trucking/railroadLatest filing 2025
Plans
2
Retirement
2
$67.0M assets
Health & Benefits
0
Participants
1,552
22750 PILLSBURY AVENUE - LAKEVILLE, MN 55044952-985-7542LinkedIn201-500 employeestransportation/trucking/railroad
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $67.0M assets / 1,552 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$53.8M
- ALERUS FINANCIAL, N.A.$13.2M
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SCHMITTY & SONS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$53.8M
Participants742
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SCHMITTY & SONS HOLDINGS, INC. 401(K) PLAN
401(k)
Assets$13.2M
Participants810
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SCHMITTY & SONS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $53.8M | 742 | 2025 |
| #001 | SCHMITTY & SONS HOLDINGS, INC. 401(K) PLAN | 401(k) | $13.2M | 810 | 2025 |
- #002 · ESOP · 2025742
- #001 · 401(k) · 2025810
Retirement plans