C.G. Schmidt, Incorporated
Form 5500 DataOverview
Plan Description
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Plan Details
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 11777 West Lake Park Drive
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LocationMilwaukee , WI53224-3021
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IndustryWholesale Trade
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AdministratorTodd Rakowski
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SponsorShelley Anderson
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Net Plan Assets$18,100,000
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Total Participants150
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Avg Account Balance$130,000
Plan Components
Component Ratings
Design
Performance
Design
Performance
Peer Group Plans
Company | Rating |
---|---|
North American Corp of Illinois | 76.4 |
Morrisette Paper Company | 73.7 |
Eastern Bag & Paper Company | 73.6 |
Norcom | 73.1 |
Anderson & Vreeland | 72.8 |
Victor Envelope Company | 36.1 |
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Investments
Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
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American Funds EuroPacific Growth | 20% |
55%
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Goldman Sachs Large Cap Growth Insights | 16% |
74%
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Loomis Sayles Value | 13% |
89%
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100%
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100%
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100%
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100%
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View all funds in this plan
Providers
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