David Millis signed Midwest Holding Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Midwest Holding Group, Inc.'s EIN is 27-0959179.
Download the official 2024 Form 5500 (PDF) for Midwest Holding Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Midwest Holding Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB BANK | 42-1558009 | — | CUSTODIAN | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | 39-0758449 | — | RECORDKEEPER | $59K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Moderate Allocation Fund CL R4 | Mutual Funds | — | — | $6.7M | 26.8% | |
| MFS Aggressive Growth Allocation R4 | Mutual Funds | — | — | $5.4M | 21.8% | |
| MFS Growth Allocation R4 | Mutual Funds | — | — | $4.3M | 17.3% | |
| Schwab S&P 500 Index Fund- Select S | Common Collective Trusts | — | — | $2.4M | 9.7% | |
| GALLIARD STABLE RETURN FUND C GALLIARD CAPITAL MANAGEMENT · EIN 52-2251407 / PN 001 | Common Collective Trust | — | — | $1.6M | 6.3% | |
| MFS Conservative Allocation R4 | Mutual Funds | — | — | $1.1M | 4.3% | |
| varying maturity dates $0 | Other securities | — | — | $833K | 3.3% | |
| MFS New Discovery Value R2 | Mutual Funds | — | — | $390K | 1.6% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $317K | 1.3% | |
| Dodge and Cox Income F | Mutual Funds | — | — | $317K | 1.3% | |
| JPMorgan US Value R6 | Other securities | — | — | $314K | 1.3% | |
| PIMCO All Asset Fund INSTL | Mutual Funds | — | — | $250K | 1.0% | |
| Vanguard INTL Growth Admiral Class | Mutual Funds | — | — | $210K | 0.8% | |
| LARGE CAP GROWTH FUND II CL R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $188K | 0.8% | |
| DFA INTL Value Port INSTL | Mutual Funds | — | — | $147K | 0.6% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $123K | 0.5% | |
| Charles Schwab Trust Bank * BlackRock FDS M/C GR EQ IN A | Mutual Funds | — | — | $106K | 0.4% | |
| Schwab Small Cap Index Select | Mutual Funds | — | — | $98K | 0.4% | |
| Fidelity INTL Index FD | Mutual Funds | — | — | $26K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO, INC. | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $44K | — |
