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Original filing (PDF)20251001102955NAL0031410082001
MIDLAND CONTAINER CORPORATION
Form 5500
FILING_RECEIVED
MIDLAND CONTAINER CORPORATION CASH OR DEFERRED PS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
122
Accounts w/ balance
103
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
How this plan invests
This plan
12 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDLAND CONTAINER CORPORATION.
Plan sponsor
Name
MIDLAND CONTAINER CORPORATION
EIN
39-0760677
Address
3545 NICHOLSON ROAD · FRANKSVILLE, WI · 53126
Phone
(262) 886-8851
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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
O'NEILL & GASPARDO, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMBREE FINANCIAL GROUP | 36-3983748 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $47K | — |
| RETIREMENT PLAN CONSULTANTS, INC. | 13-4271932 | — | TPA | $2K | — |
Investments
11 direct securities · 12 pooled funds· $10.0M(100% 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.
Common Collective Trust
$8.1M
12 holdings
Uncategorized
$1.8M
10 holdings
Mutual Funds
$104K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.8M | 17.7% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.5M | 14.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.4M | 13.6% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $744K | 7.5% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $689K | 6.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $572K | 5.7% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $463K | 4.7% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $450K | 4.5% | |
| JP Morgan Funds JP Morgan Core Plus Bond R6 Fd | — | — | — | $355K | 3.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $326K | 3.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $297K | 3.0% | |
| Alliance Bernstein AB Large Cap Growth Z Fund | — | — | — | $288K | 2.9% | |
| Dimensional Investment Group DFA US Large Cap Value I Fd | — | — | — | $261K | 2.6% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $189K | 1.9% | |
| Notes receivable from participants ** Notes receivable Participant loans (interest rates ranging | — | — | — | $138K | 1.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $130K | 1.3% | |
| The American Funds American Funds SMCAP Wld R6 Fd * 648 ** Goldman Sachs Goldman Sachs Gqs Prt Int O R6 Fd | — | — | — | $105K | 1.1% | |
| s ** Dimensional Investment Group DFA One Year Fixed Income I Fd | Mutual Funds | — | — | $104K | 1.0% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $102K | 1.0% | |
| PIMCO Intl Bond (USD-HDG) I Fd | — | — | — | $84K | 0.8% | |
| Cohen & Steers Cohen & Steers I Reality Sh Fd | — | — | — | $67K | 0.7% | |
| Vanguard Group Vanguard Mid Cap Index Adm Fd | — | — | — | $19K | 0.2% | |
| Dimensional Investment Group DFA US Small Cap I Fd * 760 ** Janus Henderson JanusHedersen Triton N | — | — | — | $1K | <0.1% |