Plan Snapshot
- Plan Sponsor: Midwest Holding Group, INC.
- Sponsor EIN: 270959179
- Sponsor Address: 121 GEBHARDT ROAD, BLACK RIVER FALLS, WI, 54615
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 638 | $25.0M | $516,059 | $2.5M |
| 2023 | 646 | $27.7M | $566,278 | $2.7M |
| 2022 | 719 | $25.2M | $650,838 | $3.0M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | RECORDKEEPER | $58,821 | — | $58,821 |
| ROBERT W. BAIRD & CO, INC. | INVESTMENT ADVISOR | $43,575 | — | $43,575 |
| CHARLES SCHWAB BANK | CUSTODIAN | $16,453 | — | $16,453 |
| DS&B, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — RECORDKEEPER
- CHARLES SCHWAB BANK — CUSTODIAN
- DS&B, LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,849
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 |
|---|---|---|---|---|---|
| 2025 | $5,348 | — | — | — | — |
| 2024 | $118,849 | $43,575 | — | — | — |
| 2023 | $120,528 | $39,103 | — | — | — |
| 2022 | $107,560 | $53,506 | $54,054 | — | — |