# Midwestern Mechanical, INC. 401(k) Plan
Source: https://planprovider.pro/companies/midwestern-mechanical-inc-401k-plan

> Midwestern Mechanical, INC.'s 401(k) plan: 275 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Midwestern Mechanical, INC.

- **Sponsor EIN:** 421242780

- **Sponsor Address:** 4105 N LEWIS AVE, SIOUX FALLS, SD, 57104

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

- **Total Participants:** 275

- **Total Assets:** $13.3M

## 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|275|$13.3M|$322,549|$1.3M|

| 2023|273|$11.0M|$284,741|$1.1M|

| 2022|257|$9.3M|$76,546|$289,614|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$44,607|—|$44,607|

| VPAG LLC DBA VISIONPOINT ADVISORY G|INVESTMENT ADVISOR|$30,673|—|$30,673|

| KETEL THORSTENSON|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KETEL THORSTENSON](https://planprovider.pro/provider/ketel-thorstenson-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $75,280

- **Estimated Expense Ratio:** 0.564% 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|$75,280|$30,673|—|—|—|

| 2023|$61,343|$24,622|—|—|—|

| 2022|$13,613|—|$13,613|—|—|

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