Plan Snapshot
- Plan Sponsor: Midwest Express Acquisition Co
- Sponsor EIN: 465051284
- Sponsor Address: 1111 E TOUHY AVE, DES PLAINES, IL, 60018
- Plan Type: 401(k)
- Total Participants: 242
- Total Assets: $2.3M
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 | 242 | $2.3M | $202,356 | $578,661 |
| 2023 | 228 | $1.7M | $150,263 | $418,385 |
| 2022 | 180 | $1.1M | $109,711 | $307,888 |
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 |
|---|---|---|---|---|
| SMITH AND HOWARD | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $25,680 | — | $25,680 | — | — |
| 2023 | $17,584 | — | $17,584 | — | — |
| 2022 | $12,085 | — | $12,085 | — | — |