Plan Snapshot
- Plan Sponsor: Midwest Holding LLC
- Sponsor EIN: 200362426
- Sponsor Address: 2900 S 70TH ST, LINCOLN, NE, 68506
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 131 | $6.8M | $1.0M | $988,294 |
| 2023 | 118 | $4.1M | $812,515 | $777,955 |
| 2022 | 102 | $2.6M | $628,470 | $592,423 |
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 |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
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 | $3,608 | $75 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |