Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RICK SCHMITT CONSULTING LLC
EIN 93-4498166Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
4
270 N. EL CAMINO REAL, #F456 - ENCINITAS, CA 92024858-336-7273
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 4 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#002
RICK SCHMITT CONSULTING LLC CASH BALANCE PLAN
CashBalance
Assets$726K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RICK SCHMITT CONSULTING LLC 401(K) PLAN
401k
Assets$294K
Participants2
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 | RICK SCHMITT CONSULTING LLC CASH BALANCE PLAN | CashBalance | $726K | 2 | 2025 | |
| 001 | RICK SCHMITT CONSULTING LLC 401(K) PLAN | 401k | $294K | 2 | 2025 |
Retirement plans