# Midwest Tape, LLC 401(k) Plan
Source: https://planprovider.pro/companies/midwest-tape-llc-401k-plan

> Midwest Tape, LLC's 401(k) plan: 385 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Midwest Tape, LLC

- **Sponsor EIN:** 371499686

- **Sponsor Address:** 1417 TIMBERWOLF DR, HOLLAND, OH, 435280820

- **Plan Type:** 401(k)

- **Total Participants:** 385

- **Total Assets:** $38.9M

## 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|385|$38.9M|$1.7M|$2.3M|

| 2023|399|$35.1M|$1.6M|$2.0M|

| 2022|378|$27.4M|$1.2M|$1.6M|

## 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|

| RAYMOND JAMES|INVESTMENT ADVISOR|$73,688|—|$73,688|

| PENSION INNOVATIONS & CONSULTING|TPA|$6,635|$14,198|$20,833|

| CLARK SCHAEFER HACKETT & CO.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $94,521

- **Estimated Expense Ratio:** 0.243% of plan assets

### 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|$154,035|$154,035|—|—|—|

| 2023|$125,007|$125,007|—|—|—|

| 2022|$93,669|$93,669|—|—|—|

## Similar Plans

- [Brakefire, INC. Dba Silco Fire And Security](https://planprovider.pro/companies/brakefire-inc-dba-silco-fire-and-security-401k-plan) — 413 participants

- [Kurtz Bros., INC.](https://planprovider.pro/companies/kurtz-bros-inc-401k-plan-001) — 415 participants

- [Health Care Logistics, INC.](https://planprovider.pro/companies/health-care-logistics-inc-401k-plan) — 336 participants

- [Triad Technologies, LLC](https://planprovider.pro/companies/triad-technologies-llc-401k-plan) — 306 participants

- [Partssource, INC.](https://planprovider.pro/companies/partssource-inc-401k-plan) — 521 participants

- [Russell T. Bundy Associates, INC.](https://planprovider.pro/companies/russell-t-bundy-associates-inc-401k-plan) — 633 participants

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

© 2026 PlanProvider.Pro