Plan Snapshot
- Plan Sponsor: Reefer Systems, INC. Dba Midland
- Sponsor EIN: 020610357
- Sponsor Address: 13986 VALLEY RIDGE DR, OMAHA, NE, 68138
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $15.7M
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 | 163 | $15.7M | $498,306 | $1.0M |
| 2023 | 155 | $13.2M | $493,468 | $929,885 |
| 2022 | 154 | $11.5M | $421,966 | $738,727 |
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 |
|---|---|---|---|---|
| LTUZ & COMPANY, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LTUZ & COMPANY, PC — 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 | $34,478 | $25,023 | — | — | — |
| 2023 | $32,955 | $25,000 | — | — | — |
| 2022 | $28,852 | — | — | — | — |