Plan Snapshot
- Plan Sponsor: Midland Cogeneration Venture Limited Partnership
- Sponsor EIN: 382726166
- Sponsor Address: 100 PROGRESS PLACE, MIDLAND, MI, 48640
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $55.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $55.1M | $919,564 | $1.0M |
| 2023 | 76 | $63.8M | $962,053 | $1.1M |
| 2022 | 78 | $54.3M | $1.1M | $1.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WINTRUST INVESTMENTS LLC | INVESTMENT ADVISOR | $59,900 | — | $59,900 |
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT ADVISOR | $55,000 | — | $55,000 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $34,681 | — | $34,681 |
| WEINLANDER FITZHUGH | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEINLANDER FITZHUGH — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $149,581
- Estimated Expense Ratio: 0.272% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $142,730 | $113,750 | — | — | — |
| 2023 | $90,496 | $61,389 | — | — | — |
| 2022 | $98,351 | $59,531 | $38,820 | — | — |