# Midwest Holding Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/midwest-holding-group-inc-401k-plan

> Midwest Holding Group, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/wipfli-llp) — RECORDKEEPER

- [CHARLES SCHWAB BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODIAN

- [DS&B, LTD](https://planprovider.pro/provider/dsandb-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/midwest-holding-group-inc-401k-plan)

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