How big is Midwest TAPE, LLC's plan?

Midwest TAPE, LLC's plan reported $38.9M in assets and 385 participants for 2024.

Original filing (PDF)20250801082222NAL0003100707001

Midwest TAPE, LLC

Name: Midwest TAPE, LLC — Midwest TAPE, LLC 401(k) Profit, Form 5500 (2024)
Creator: Midwest TAPE, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Midwest TAPE, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Midwest TAPE, LLC's Midwest TAPE, LLC 401(k) Profit Sharing Plan held $38.9M in plan assets for 385 participants in 2024, with Empower as recordkeeper.

Active participants

385

Accounts w/ balance

447

Plan assets (EOY)

$38.9M

Net assets (EOY)

$38.9M

Plan identifiers

Midwest TAPE, LLC's EIN is 37-1499686.

EIN 37-1499686

Plan number 001

Plan year 2024

ACK ID 20250801082222NAL0003100707001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Midwest TAPE, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Midwest TAPE, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MIDWEST TAPE, LLC.

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

MIDWEST TAPE, LLC

EIN

all filings

Address

1417 TIMBERWOLF DR · HOLLAND, OH · 435280820

Phone

(419) 868-9370

Industry

Wholesale Trade

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO OF AME	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES	—	ST.PETERSBURG, FL	INVESTMENT ADVISOR	$74K	—

TPA / Administrator

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.

Pooled Separate Account

$35.4M

1 holding

Pooled Separate Accounts

$35.4M

31 holdings

Common Stocks

$2.1M

1 holding

Bonds / Notes

$485K

1 holding

					% 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	Pooled Separate Accounts	—	—	$5.9M	15.1%
Fund * BlackRock iShares S&P 500 Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$2.7M	7.0%
Vanguard Mid-Cap Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$2.6M	6.6%
Diamond Hill Large Cap Fund Pooled separate account	Pooled Separate Accounts	—	—	$2.4M	6.3%
American Funds Capital Income Builder Pooled separate account	Pooled Separate Accounts	—	—	$2.3M	5.9%
Hartford Core Equity Fund Pooled separate account	Pooled Separate Accounts	—	—	$2.2M	5.6%
Talcott Resolution Life Insurance Company Fixed income account	Common Stocks	—	—	$2.1M	5.3%
Fidelity Advisor Total Bond Fund Pooled separate account	Pooled Separate Accounts	—	—	$1.7M	4.4%
PGIM High Yield Fund Pooled separate account	Pooled Separate Accounts	—	—	$1.7M	4.3%
Western Asset Inflation Indexed Plus Bond Fund Pooled separate account	Pooled Separate Accounts	—	—	$1.3M	3.4%
American Funds Target Date Retirement 2040 Pooled separate account	Pooled Separate Accounts	—	—	$1.3M	3.3%
American Funds New Perspective Fund Pooled separate account	Pooled Separate Accounts	—	—	$1.3M	3.3%
Vanguard Small-Cap Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$1.3M	3.2%
American Funds Europacific Growth Fund Pooled separate account	Pooled Separate Accounts	—	—	$1.1M	2.8%
BlackRock iShares MSCI EAFE International Index Pooled separate account	Pooled Separate Accounts	—	—	$1.0M	2.6%
American Funds New World Fund Pooled separate account	Pooled Separate Accounts	—	—	$952K	2.4%
American Funds Target Date Retirement 2035 Pooled separate account	Pooled Separate Accounts	—	—	$950K	2.4%
American Funds Target Date Retirement 2045 Pooled separate account	Pooled Separate Accounts	—	—	$798K	2.1%
American Funds Target Date Retirement 2055 Pooled separate account	Pooled Separate Accounts	—	—	$714K	1.8%
American Funds American Balanced Fund Pooled separate account	Pooled Separate Accounts	—	—	$660K	1.7%
Allspring Special Mid Cap Value Fund Pooled separate account	Pooled Separate Accounts	—	—	$551K	1.4%
American Funds Target Date Retirement 2025 Pooled separate account	Pooled Separate Accounts	—	—	$492K	1.3%
Income Account * Notes receivable from participants Interest rates ranging from 4.25% to -	Bonds / Notes	—	—	$485K	1.2%
American Funds Target Date Retirement 2050 Pooled separate account	Pooled Separate Accounts	—	—	$450K	1.2%
American Funds Target Date Retirement 2060 Pooled separate account	Pooled Separate Accounts	—	—	$335K	0.9%
American Funds Target Date Retirement 2030 Pooled separate account	Pooled Separate Accounts	—	—	$176K	0.5%
MFS Technology Fund Pooled separate account	Pooled Separate Accounts	—	—	$156K	0.4%
Vanguard Mid-Cap Growth Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$135K	0.3%
Morgan Stanley Institutional Fund Pooled separate account	Pooled Separate Accounts	—	—	$128K	0.3%
American Funds Target Date Retirement 2010 Fund Pooled separate account	Pooled Separate Accounts	—	—	$88K	0.2%
BlackRock Health Sciences Opportunities Fund Pooled separate account	Pooled Separate Accounts	—	—	$85K	0.2%
DFA Real Estate Securities Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$20K	<0.1%
Invesco Small Cap Value Fund Pooled separate account	Pooled Separate Accounts	—	—	$14K	<0.1%