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Original filing (PDF)20250728093325NAL0000658787001
MINNESOTA AG POWER, INC. DBA MIDWEST MACHINERY CO.
Form 5500
FILING_RECEIVED
MIDWEST MACHINERY CO. 401(K) PLAN
401(k) retirement plan
Active participants
615
Accounts w/ balance
927
Plan assets (EOY)
$56.4M
Net assets (EOY)
$56.4M
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 32 bps in Schedule C fees — 99% above peer band of 16 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MINNESOTA AG POWER, INC. DBA MIDWEST MACHINERY CO..
Plan sponsor
Name
MINNESOTA AG POWER, INC. DBA MIDWEST MACHINERY CO.
EIN
20-0145525
Address
4561 HIGHWAY 212 · GLENCOE, MN · 55336
Phone
(320) 634-5151
Industry
Farm Supplies Merchant Wholesalers· Wholesale Tradesee 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
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SHAW & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $61K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAKOTA WEALTH LLC DBA DAKOTA WEALTH | — | PALM BEACH GARDENS, FL | INVESTMENT ADVISOR | $85K | — |
| LEDGE WEALTH MANAGEMENT INC | — | SARTELL, MN | INVESTMENT ADVISOR | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $17K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.