Plan Snapshot
- Plan Sponsor: Midwest Office INC.
- Sponsor EIN: 870264761
- Sponsor Address: 987 S WEST TEMPLE, SALT LAKE CITY, UT, 84101
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $12.1M
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 | 169 | $12.1M | $346,579 | $777,283 |
| 2023 | 176 | $10.9M | $328,153 | $797,179 |
| 2022 | 168 | $9.5M | $302,361 | $734,007 |
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 |
|---|---|---|---|---|
| SHAW & CO., P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SHAW & CO., P.C. — 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 | $44,031 | $8,402 | $35,629 | — | — |
| 2023 | $40,122 | $11,677 | $28,445 | — | — |
| 2022 | $43,750 | — | $43,750 | — | — |