Schmoekel Insurance Agency Inc401(k)
SCHMOEKEL INSURANCE ANGENCY INC 401(K) PROFIT SHARING PLAN & TRUST · RANCHO CORDOVA, CA · plan year 2025
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Schmoekel Insurance Agency Inc reported $11 in plan administrative expenses for 2025: 0.62% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
The plan sits in the under $1M size bracket, benchmarked here against 55 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (9,468th of 9,483), and 4,797th of 4,798 in finance & insurance.
Schmoekel Insurance Agency Inc's 2025 employer contribution ran below the $472 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 942633594 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.