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Original filing (PDF)20251014101425NAL0001211219001
MIDWEST STAINLESS TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
MIDWEST STAINLESS TECHNOLOGIES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
223
Accounts w/ balance
287
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 68 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDWEST STAINLESS TECHNOLOGIES, LLC.
Plan sponsor
Name
MIDWEST STAINLESS TECHNOLOGIES, LLC
EIN
02-0692183
Address
5408 3M DRIVE NE · MENOMONIE, WI · 54751
Phone
(715) 235-5472
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | SAN RAFAEL, CA | INVESTMENT ADVISORY | $26K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC | 82-3719843 | — | CONTRACT ADMIN | $12K | — |
Investments
21 direct securities · 2 pooled funds· $12.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$6.6M
2 holdings
Uncategorized
$6.3M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| HARTFORD ADVANTAGE TK2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $6.2M | 91.1% | |
| Fidelity Advisor Total Bond M Pooled separate account | — | — | — | $1.1M | 16.5% | |
| American Funds TD 2030 Pooled separate account | — | — | — | $919K | 13.5% | |
| Blackrock S&P 500 Index V.I. Pooled separate account | — | — | — | $447K | 6.6% | |
| JPM Small Cap Growth R2 Pooled separate account | — | — | — | $428K | 6.3% | |
| MFS Value R2 Pooled separate account | — | — | — | $405K | 6.0% | |
| SEPARATE ACCOUNT K2 TALCOTT RESOLUTION LIFE INSURANCY COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $390K | 5.7% | |
| American Funds EuroPacific Growth R1 Pooled separate account | — | — | — | $346K | 5.1% | |
| American Funds TD 2040 Pooled separate account | — | — | — | $320K | 4.7% | |
| American Funds TD 2050 Pooled separate account | — | — | — | $308K | 4.5% | |
| MFS International Value R2 Pooled separate account | — | — | — | $299K | 4.4% | |
| American Funds New World R2 Pooled separate account | — | — | — | $297K | 4.4% | |
| American Funds TD 2060 Pooled separate account | — | — | — | $236K | 3.5% | |
| Eaton Vance Atlanta Capital SMID Cap R Pooled separate account | — | — | — | $199K | 2.9% | |
| JPM Large Cap Growth R2 Pooled separate account | — | — | — | $175K | 2.6% | |
| Blackrock Mid-Cap Value R Pooled separate account | — | — | — | $172K | 2.5% | |
| American Funds TD 2055 Pooled separate account | — | — | — | $164K | 2.4% | |
| Victory Sycamore Small Cap Opp R Pooled separate account | — | — | — | $159K | 2.3% | |
| Fixed Account Guaranteed interest account | — | — | — | $151K | 2.2% | |
| American Funds TD 2020 Pooled separate account | — | — | — | $142K | 2.1% | |
| American Funds TD 2045 Pooled separate account | — | — | — | $29K | 0.4% | |
| American Funds TD 2025 Pooled separate account | — | — | — | $11K | 0.2% | |
| American Funds TD 2035 Pooled separate account | — | — | — | $11K | 0.2% |