Plan Snapshot
- Plan Sponsor: Midwest Warehouse & Distribution System, LLC
- Sponsor EIN: 363157121
- Sponsor Address: 2600 INTERNATIONALE PARKWAY, WOODRIDGE, IL, 60517
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $331 | $47 |
| 2022 | 193 | $6.0M | $88 | $451,997 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $49,010 | $208 | $49,218 |
| TBS AGENCY, INC. | BROKER DEALER | — | $23,209 | $23,209 |
| ASSOCIATED PENSION SERVICES, INC. | THIRD PARTY ADMINISTRATOR | $11,714 | $4,671 | $16,385 |
| KOLNICKI, PETERSON & WIRTH, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,812
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 |
|---|---|---|---|---|---|
| 2023 | $24,019 | — | $23,119 | — | — |
| 2022 | $60,859 | $270 | $48,875 | — | $11,714 |