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Original filing (PDF)20250801082222NAL0003100707001
MIDWEST TAPE, LLC
Form 5500
FILING_RECEIVED
MIDWEST TAPE, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
385
Accounts w/ balance
447
Plan assets (EOY)
$38.9M
Net assets (EOY)
$38.9M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDWEST TAPE, LLC.
Plan sponsor
Name
MIDWEST TAPE, LLC
EIN
37-1499686
Address
1417 TIMBERWOLF DR · HOLLAND, OH · 435280820
Phone
(419) 868-9370
Industry
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
2025-08-01
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLARK SCHAEFER HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST.PETERSBURG, FL | INVESTMENT ADVISOR | $74K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION INNOVATIONS & CONSULTING | — | TOLEDO, OH | TPA | $7K | — |
Investments
33 direct securities · 1 pooled fund· $73.3M(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.
Uncategorized
$37.9M
33 holdings
Pooled Separate Account
$35.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPERATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $35.4M | 91.0% | |
| JP Morgan Large Cap Growth Fund Pooled separate account | — | — | — | $5.9M | 15.1% | |
| Fund * BlackRock iShares S&P 500 Index Fund Pooled separate account | — | — | — | $2.7M | 7.0% | |
| Vanguard Mid-Cap Index Fund Pooled separate account | — | — | — | $2.6M | 6.6% | |
| Diamond Hill Large Cap Fund Pooled separate account | — | — | — | $2.4M | 6.3% | |
| American Funds Capital Income Builder Pooled separate account | — | — | — | $2.3M | 5.9% | |
| Hartford Core Equity Fund Pooled separate account | — | — | — | $2.2M | 5.6% | |
| Talcott Resolution Life Insurance Company Fixed income account | — | — | — | $2.1M | 5.3% | |
| Fidelity Advisor Total Bond Fund Pooled separate account | — | — | — | $1.7M | 4.4% | |
| PGIM High Yield Fund Pooled separate account | — | — | — | $1.7M | 4.3% | |
| Western Asset Inflation Indexed Plus Bond Fund Pooled separate account | — | — | — | $1.3M | 3.4% | |
| American Funds Target Date Retirement 2040 Pooled separate account | — | — | — | $1.3M | 3.3% | |
| American Funds New Perspective Fund Pooled separate account | — | — | — | $1.3M | 3.3% | |
| Vanguard Small-Cap Index Fund Pooled separate account | — | — | — | $1.3M | 3.2% | |
| American Funds Europacific Growth Fund Pooled separate account | — | — | — | $1.1M | 2.8% | |
| BlackRock iShares MSCI EAFE International Index Pooled separate account | — | — | — | $1.0M | 2.6% | |
| American Funds New World Fund Pooled separate account | — | — | — | $952K | 2.4% | |
| American Funds Target Date Retirement 2035 Pooled separate account | — | — | — | $950K | 2.4% | |
| American Funds Target Date Retirement 2045 Pooled separate account | — | — | — | $798K | 2.1% | |
| American Funds Target Date Retirement 2055 Pooled separate account | — | — | — | $714K | 1.8% | |
| American Funds American Balanced Fund Pooled separate account | — | — | — | $660K | 1.7% | |
| Allspring Special Mid Cap Value Fund Pooled separate account | — | — | — | $551K | 1.4% | |
| American Funds Target Date Retirement 2025 Pooled separate account | — | — | — | $492K | 1.3% | |
| Income Account * Notes receivable from participants Interest rates ranging from 4.25% to - | — | — | — | $485K | 1.2% | |
| American Funds Target Date Retirement 2050 Pooled separate account | — | — | — | $450K | 1.2% | |
| American Funds Target Date Retirement 2060 Pooled separate account | — | — | — | $335K | 0.9% | |
| American Funds Target Date Retirement 2030 Pooled separate account | — | — | — | $176K | 0.5% | |
| MFS Technology Fund Pooled separate account | — | — | — | $156K | 0.4% | |
| Vanguard Mid-Cap Growth Index Fund Pooled separate account | — | — | — | $135K | 0.3% | |
| Morgan Stanley Institutional Fund Pooled separate account | — | — | — | $128K | 0.3% | |
| American Funds Target Date Retirement 2010 Fund Pooled separate account | — | — | — | $88K | 0.2% | |
| BlackRock Health Sciences Opportunities Fund Pooled separate account | — | — | — | $85K | 0.2% | |
| DFA Real Estate Securities Portfolio Pooled separate account | — | — | — | $20K | <0.1% | |
| Invesco Small Cap Value Fund Pooled separate account | — | — | — | $14K | <0.1% |