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Original filing (PDF)20251009102831NAL0006826097001
MID-WEST PRESORT MAILING SERVICES, INC.
Form 5500
FILING_RECEIVED
MID-WEST PRESORT MAILING SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
167
Accounts w/ balance
102
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
34 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
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 61% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (35 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MID-WEST PRESORT MAILING SERVICES, INC..
Plan sponsor
Name
MID-WEST PRESORT MAILING SERVICES, INC.
EIN
34-1484792
Address
2222 W 110TH ST · CLEVELAND, OH · 44102
Phone
(216) 472-4903
Industry
Admin Support & Waste Mgmtsee 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
2025-10-09
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
J SCHAEFER & COMPANY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $16K | — |
Investments
34 direct securities· $4.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Columbia Dividend Income A Columbia 0 | — | — | — | $710K | 14.9% | |
| iShares S&P 500 Index Inv A iShares 0 | — | — | — | $567K | 11.9% | |
| GM Janus Henderson Contrarian A Janus 0 | — | — | — | $441K | 9.2% | |
| GM BlackRock Strategic Global Bond Inv A BlackRock 0 | — | — | — | $279K | 5.8% | |
| GM BlackRock Equity Dividend Inv A BlackRock 0 | — | — | — | $277K | 5.8% | |
| GM iShares S&P 500 Index Inv A iShares 0 | — | — | — | $236K | 4.9% | |
| JPMorgan Large Cap Growth R3 JP Morgan 0 | — | — | — | $227K | 4.8% | |
| GM American Funds EuroPacific Gr R4 American Funds 0 | — | — | — | $225K | 4.7% | |
| GM American Funds US Government Sec R4 American Funds 0 | — | — | — | $218K | 4.6% | |
| GM Invesco Oppy Intl Growth A Invesco 0 | — | — | — | $213K | 4.5% | |
| BlackRock Equity Dividend Inv A BlackRock 0 | — | — | — | $201K | 4.2% | |
| GM JPMorgan Large Cap Growth R3 JP Morgan 0 | — | — | — | $201K | 4.2% | |
| American Funds New Perspective R4 American Funds 0 | — | — | — | $199K | 4.2% | |
| GM PGIM Jennison Mid-Cap Growth CL A PGIM 0 | — | — | — | $138K | 2.9% | |
| PGIM Jennison Mid-Cap Growth CL A PGIM 0 | — | — | — | $127K | 2.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $80K | 1.7% | |
| GM American Funds New World R4 American Funds 0 | — | — | — | $71K | 1.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $68K | 1.4% | |
| BlackRock Strategic Global Bond Inv A BlackRock 0 | — | — | — | $65K | 1.4% | |
| Janus Henderson Contrarian A Janus 0 | — | — | — | $41K | 0.9% | |
| American Funds EuroPacific Gr R4 American Funds 0 | — | — | — | $31K | 0.7% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $25K | 0.5% | |
| American Funds US Government Sec R4 American Funds 0 | — | — | — | $25K | 0.5% | |
| AB Discovery Value A Alliance Bernstein 0 | — | — | — | $22K | 0.5% | |
| GM BlackRock Liquidity FedFund Premier BlackRock 0 | — | — | — | $21K | 0.4% | |
| Invesco Oppy Intl Growth A Invesco 0 | — | — | — | $11K | 0.2% | |
| BlackRock Liquidity FedFund Premier BlackRock 0 | — | — | — | $11K | 0.2% | |
| American Funds American Hi Inc Tr R4 American Funds 0 137 American Funds New World R4 American Funds 0 | — | — | — | $9K | 0.2% | |
| Columbia Small Cap Value I A Columbia 0 | — | — | — | $9K | 0.2% | |
| Vanguard International Value Inv Vanguard 0 | — | — | — | $8K | 0.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $8K | 0.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 602 Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $3K | <0.1% | |
| Neuberger Berman Real Estate Fund A Neuberger Berman 0 | — | — | — | $2K | <0.1% |
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