SMC 401(K) PLAN

[ EIN: 33-0581537 | Plan No. 001 ]

Form 5500 filing classifies SMC 401(K) PLAN as a 401(k) plan, sponsored by SCHROEDER MANAGEMENT COMPANY, INC.. The plan is a Small Plan with 15 participants and total assets of $1,453,528 reported for the 2024 plan year.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: SCHROEDER MANAGEMENT COMPANY, INC.

Location: 1675 SCENIC AVE., SUITE 250, COSTA MESA, CA 92626

EIN: 330581537

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 15

Total Assets: $1,453,528

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