# Midwest America Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/midwest-america-federal-credit-union-401k-plan

> Midwest America Federal Credit Union's 401(k) plan: 194 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Midwest America Federal Credit Union

- **Sponsor EIN:** 350316722

- **Sponsor Address:** 1104 MEDICAL PARK DRIVE, FORT WAYNE, IN, 468255826

- **Plan Type:** 401(k)

- **Total Participants:** 194

- **Total Assets:** $14.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|194|$14.5M|$595,639|$738,795|

| 2023|194|$13.1M|$572,652|$677,883|

| 2022|208|$15.5M|$622,625|$685,023|

## 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|

| VOYA|RECORDKEEPER|$47,838|—|$47,838|

| CAPFINANCIAL PARTNERS LLC|SERVICE PROVIDER|—|$25,208|$25,208|

| FUTUREPLAN BY ASCENSUS|TPA|$9,135|—|$9,135|

| BADEN, GAGE & SCHROEDER, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BADEN, GAGE & SCHROEDER, LLC](https://planprovider.pro/provider/baden-gage-and-schroeder-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $82,181

- **Estimated Expense Ratio:** 0.565% 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|$56,973|—|$56,773|—|—|

| 2023|$56,691|—|$56,691|—|—|

| 2022|$55,098|—|$55,098|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/midwest-america-federal-credit-union-401k-plan)

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