C.G. Schmidt, Inc. Defined Contribution Plan
Sponsored by C.G. Schmidt, Inc. · EIN 390755565 · Plan #001
- Total assets
- $39.7M
- Net assets
- $39.7M
- Active participants
- 156
- With balances
- 182
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Harbour Investments, Inc. CRD 19258 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $40,993 |
| Harbour Investments Inc | Investment advisory (plan), Direct payment from the plan | $27,500 |
| Wipfli | Accounting, Investment management fees (direct) | $13,965 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |