Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SCHMITTY & SONS HOLDINGS, INC.
EIN 81-0928055transportation/trucking/railroadLatest filing 2025
Plans
2
Retirement
2
$67.0M assets
Welfare
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 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
80%top
- (Not disclosed)80%
- ALERUS FINANCIAL, N.A.20%
Participants 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#002
SCHMITTY & SONS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$53.8M
Participants742
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SCHMITTY & SONS HOLDINGS, INC. 401(K) PLAN
401k
Assets$13.2M
Participants810
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| 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 | 401k | $13.2M | 810 | 2025 |
Retirement plans