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Original filing (PDF)20251010100252NAL0007914801001
MIDWEST COMMUNICATIONS, INC.
Form 5500
FILING_RECEIVED
MIDWEST COMMUNICATIONS, INC. 401(K) RETIREMENT
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
480
Accounts w/ balance
347
Plan assets (EOY)
$19.4M
Net assets (EOY)
$19.4M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDWEST COMMUNICATIONS, INC..
Plan sponsor
Name
MIDWEST COMMUNICATIONS, INC.
EIN
39-1151193
Address
904 GRAND AVE · WAUSAU, WI · 54403
Phone
(715) 842-1437
Industry
Information / Tech / Mediasee 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
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $80K | — |
| HECK CAPITAL ADVISORS, LLC | 26-0202276 | — | SERVICE PROVIDER | $0 | — |
Investments
28 direct securities · 1 pooled fund· $20.5M(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.
Uncategorized
$19.4M
28 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $3.3M | 17.1% | |
| TRwPr Retrmt 2030 Fd - Inv Cl Registered Investment Company | — | — | — | $2.3M | 11.8% | |
| TRwPr Retrmt 2040 Fd - Inv Cl Registered Investment Company | — | — | — | $1.6M | 8.1% | |
| party date,rate of interest, collateral, par, or maturity date American Funds Am Balanced R6 Registered Investment Company | — | — | — | $1.6M | 8.1% | |
| Fid Ttl Mkt Id Fd Registered Investment Company | — | — | — | $1.3M | 6.7% | |
| JPMorgan Equity Income Fund R6 Registered Investment Company | — | — | — | $1.2M | 6.3% | |
| TRwPr Stbl Val Com Trst Fd A Common Collective Trust | — | — | — | $1.1M | 5.7% | |
| T. ROWE PRICE STABLE VALUE COMMON T T.ROWE PRICE FUNDS · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.1M | 5.7% | |
| TRwPr Retrmt 2035 Fd - Inv Cl Registered Investment Company | — | — | — | $959K | 4.9% | |
| MFS Intl Eqty Fnd R6 Registered Investment Company | — | — | — | $773K | 4.0% | |
| American Funds Cap Inc Bld R6 Registered Investment Company | — | — | — | $553K | 2.8% | |
| BlackRock Total Return Fnd K Registered Investment Company | — | — | — | $511K | 2.6% | |
| Vangrd Mid-Cap Vl Indx Fnd Adm Registered Investment Company | — | — | — | $490K | 2.5% | |
| (Held at End of Year) MIDWEST COMMUNICATIONS, INC. 401(K) RET PLAN EIN#39-1151193 Plan# 001 Vangrd Md-Cap Grw Index Fd Adm Registered Investment Company | — | — | — | $462K | 2.4% | |
| TRwPr Retrmt 2050 Fd - Inv Cl Registered Investment Company | — | — | — | $416K | 2.1% | |
| TRwPr Intl Disc Fnd Registered Investment Company | — | — | — | $381K | 2.0% | |
| Vangrd Sm-Cap Vl Index Fnd Adm Registered Investment Company | — | — | — | $362K | 1.9% | |
| TRwPr Retrmt 2025 Fd - Inv Cl Registered Investment Company | — | — | — | $312K | 1.6% | |
| TRwPr Retrmt 2020 Fd - Inv Cl Registered Investment Company | — | — | — | $300K | 1.5% | |
| Vangrd Sm-Cap Grw Index Fd Adm Registered Investment Company | — | — | — | $295K | 1.5% | |
| TRwPr Retrmt 2060 Fd - Inv Cl Registered Investment Company | — | — | — | $274K | 1.4% | |
| TRwPr Retrmt 2045 Fd - Inv Cl Registered Investment Company | — | — | — | $257K | 1.3% | |
| TRwPr Retrmt 2055 Fd - Inv Cl Registered Investment Company | — | — | — | $236K | 1.2% | |
| TRwPr Retrmt 2010 Fd - Inv Cl Registered Investment Company | — | — | — | $170K | 0.9% | |
| Fidelity Emerging Markets Fd K Registered Investment Company | — | — | — | $123K | 0.6% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company $20 LOAN FUND Participant Loans - Rates 4.25% to 9.50% | — | — | — | $75K | 0.4% | |
| TRwPr Retirement 2065 Fund Inv Registered Investment Company | — | — | — | $47K | 0.2% | |
| TRwPr Retrmt 2015 Fd - Inv Cl Registered Investment Company | — | — | — | $15K | <0.1% | |
| TRwPr Retirement 2005 Fund Registered Investment Company | — | — | — | $2K | <0.1% |