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Original filing (PDF)20251010104144NAL0007535057001
MIDTRONICS, INC.
Form 5500
FILING_RECEIVED
MIDTRONICS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
155
Accounts w/ balance
206
Plan assets (EOY)
$43.7M
Net assets (EOY)
$43.6M
How this plan invests
This plan
1 pooled trust
Schedule D
18 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Charles Schwab SCHWAB S&P 500 INDEX FUND—SELECT S" is 27% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDTRONICS, INC..
Plan sponsor
Name
MIDTRONICS, INC.
EIN
36-3340412
Address
7000 MONROE STREET · WILLOWBROOK, IL · 60527
Phone
(630) 323-2800
Industry
Manufacturingsee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $43K | — |
| NAVIGATE RETIREMENT SOLUTIONS | 55-0846628 | — | NONE | $36K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
Investments
17 direct securities · 1 pooled fund· $43.4M(99% of reported assets)
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.
Uncategorized
$39.5M
17 holdings
Common Collective Trust
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab S&P 500 INDEX FUND—SELECT S | — | — | — | $11.7M | 26.7% | |
| Pioneer Investments PIONEER FUNDAMENTAL GROWTH Y | — | — | — | $6.2M | 14.1% | |
| American Funds AMERICAN MUTAL FUND R6 | — | — | — | $5.1M | 11.7% | |
| JP Morgan SMALL CAP EQTY R6 | — | — | — | $4.6M | 10.5% | |
| STABLE VALUE FUND CIT, SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $3.9M | 8.9% | |
| All Spring CORE BD FD R6 | — | — | — | $3.3M | 7.5% | |
| Vanguard DEVELOPED MKTS INDEX ADM | — | — | — | $2.8M | 6.5% | |
| Charles Schwab Self-directed brokerage investments including noninterest bearing cash | — | — | — | $2.0M | 4.5% | |
| Vanguard MID-CAP GROWTH INDEX ADMIRA | — | — | — | $1.3M | 2.9% | |
| Massachusetts Financial Services MID CAP VALUE FD CL R6 | — | — | — | $1.1M | 2.5% | |
| to 8.00% maturing through November 2048) | — | — | — | $482K | 1.1% | |
| Charles Schwab 2050 INDEX FUND | — | — | — | $228K | 0.5% | |
| Charles Schwab 2045 INDEX FUND | — | — | — | $217K | 0.5% | |
| Charles Schwab 2055 INDEX FUND | — | — | — | $203K | 0.5% | |
| Charles Schwab 2060 INDEX FUND | — | — | — | $158K | 0.4% | |
| Charles Schwab 2040 INDEX FUND | — | — | — | $156K | 0.4% | |
| Charles Schwab 2035 INDEX FUND | — | — | — | $82K | 0.2% | |
| Charles Schwab 2030 INDEX FUND | — | — | — | $50K | 0.1% |