What public Form 5500 filings show about the Midwest Holding Group, Inc. 401(k) plan — and how to find and check your own account.
Midwest Holding Group, Inc. (EIN 27-0959179) reports MILLIS TRANSFER 401(K) SAVINGS PLAN on its most recent Form 5500, with $25.0M in plan assets across 638 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Midwest Holding Group, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is WIPFLI LLP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Midwest Holding Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB BANK, ROBERT W BAIRD & CO.