Back to filter
Original filing (PDF)20251015102122NAL0008715762001
MIDWEST PRODUCTS AND ENGINEERING INC
Form 5500
FILING_RECEIVED
MIDWEST PRODUCTS AND ENGINEERING, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
235
Accounts w/ balance
321
Plan assets (EOY)
$19.5M
Net assets (EOY)
$19.5M
How this plan invests
This plan
13 pooled trusts
Schedule D
37 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 PRODUCTS AND ENGINEERING INC.
Plan sponsor
Name
MIDWEST PRODUCTS AND ENGINEERING INC
EIN
39-1345278
Address
10597 WEST GLENBROOK CT · MILWAUKEE, WI · 53224
Phone
(414) 355-0310
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
2025-10-15
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
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CHIP RETIREMENT PLANS, INC. | — | MILWAUKEE, WI | CONTRACT ADMIN | $5K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $27K | — |
| ENVESTMENT RETIREMENT SOLUTIONS, LL | — | DENVER, CO | OTHER | $12K | — |
Investments
26 direct securities · 13 pooled funds· $19.5M(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
$12.5M
26 holdings
Common Collective Trust
$7.0M
12 holdings
Pooled Separate Account
$7K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen S&P 500 Index Class R6 N/R | — | — | — | $2.1M | 10.6% | |
| Institutional Class * Empower Annuity Insurance Key Guaranteed Portfolio Fund N/R | — | — | — | $1.7M | 8.6% | |
| Nuveen Large Cap Growth Index Class R6 N/R | — | — | — | $1.4M | 7.4% | |
| Empower Annuity Insurance Empower US Government Securities Fund N/R 9 Company of America Investor Class * Empower Annuity Insurance Oppenheimer Global A Fund N/R 37 Company of America Nuveen Bond Index Class R6 N/R | — | — | — | $1.4M | 7.2% | |
| PUTNAM RETIREMENT ADV TRUST 2035 I PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $1.3M | 6.4% | |
| PUTNAM RETIREMENT ADV TRUST 2030 I PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $1.1M | 5.8% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.1M | 5.5% | |
| PUTNAM RETIREMENT ADV TRUST 2050 I PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $866K | 4.4% | |
| PUTNAM RETIREMENT ADV TRUST 2055 I PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $811K | 4.2% | |
| PUTNAM RETIREMENT ADV TRUST 2045 I PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $714K | 3.7% | |
| Institutional Fund Fidelity Investments Fidelity Advisor Diversified International Fund Z N/R | — | — | — | $712K | 3.6% | |
| PUTNAM RETIREMENT ADV TRUST 2040 I PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $612K | 3.1% | |
| Charles Schwab Fundamental International Large N/R | — | — | — | $554K | 2.8% | |
| Company Index Fund Vanguard Small Cap Value Index Fund Investor N/R 5 Shares Vanguard Small Cap Value Index Fund N/R | — | — | — | $509K | 2.6% | |
| iShares Russell 2000 Small Cap Index Fund K N/R | — | — | — | $507K | 2.6% | |
| Principal Funds Principal MidCap Value Fund I Class R6 N/R | — | — | — | $493K | 2.5% | |
| Empower Funds Empower SecureFoundation Balanced N/R | — | — | — | $491K | 2.5% | |
| Investment Fund * Empower Funds Empower T. Rowe Price Mid Cap Growth N/R | — | — | — | $363K | 1.9% | |
| PIMCO Income Institutional Fund N/R | — | — | — | $334K | 1.7% | |
| Goldman Sachs Goldman Sachs Emerging Markets Equity N/R | — | — | — | $327K | 1.7% | |
| PUTNAM RETIREMENT ADV TRUST 2060 I PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $249K | 1.3% | |
| Institutional Class * Empower Funds Empower Aggressive Profile Institutional Fund N/R | — | — | — | $238K | 1.2% | |
| Fund * Empower Funds Empower Moderate Profile Institutional Fund N/R | — | — | — | $213K | 1.1% | |
| Class I * Participant Loans Interest rates: 4.25% - 9.5% $0 | — | — | — | $206K | 1.1% | |
| Insights Fund R6 Goldman Sachs Goldman Sachs International Equity Insights N/R | — | — | — | $179K | 0.9% | |
| PUTNAM RETIREMENT ADV TRUST 2025 I PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $167K | 0.9% | |
| Admiral Shares Vanguard Strategic Equity Fund N/R | — | — | — | $148K | 0.8% | |
| Investor Shares Fidelity Investments Fidelity Total Bond Class K6 N/R | — | — | — | $137K | 0.7% | |
| PUTNAM RETIREMENT ADV TRUST 2065 I PUTNAM INVESTMENTS · EIN 85-3582370 / PN 000 | Common Collective Trust | — | — | $132K | 0.7% | |
| Dimensional Fund Advisors DFA Real Estate Securities Portfolio N/R | — | — | — | $129K | 0.7% | |
| Nuveen Quant Small Cap Equity Class R6 N/R | — | — | — | $128K | 0.7% | |
| MassMutual High Yield Class I N/R | — | — | — | $92K | 0.5% | |
| Fund I Goldman Sachs Goldman Sachs US Mortgages R6 Fund N/R | — | — | — | $68K | 0.3% | |
| Empower Funds Empower Conservative Profile Institutional N/R | — | — | — | $35K | 0.2% | |
| Principal Funds Principal Global Real Estate Securities Fund N/R | — | — | — | $27K | 0.1% | |
| FUTURE FUNDS SERIES ACCOUNT II OF G EMPOWER ANNUITY INSUANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $7K | <0.1% | |
| Empower Annuity Insurance Empower Moderate Profile Fund Investor Class N/R | — | — | — | $6K | <0.1% | |
| PUTNAM RETIREMENT ADV TRUST MAT I PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $1K | <0.1% | |
| PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using EMPOWER ADVISORY GROUP, LLC
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
TRINET HR III, INC.
TRINET 401(K) PLAN
$8.7B · 209,337 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Manufacturing plans
MADISON PRECISION PRODUCTS, INC.
MADISON PRECISION PRODUCTS, INC. RETIREMENT PLAN
$19.6M · 343 participants
CLARK GRAVE VAULT COMPANY
CLARK GRAVE VAULT COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST
$19.5M · 98 participants
CENTRAL STATES INDUSTRIAL SUPPLY, INC.
CENTRAL STATES INDUSTRIAL SUPPLY, INC. SAVINGS PLAN
$19.6M · 113 participants
APG ACQUISITIONS HOLDINGS, LLC
ALPHA PRECISION GROUP 401(K) PLAN
$19.6M · 352 participants
DE JONG MANUFACTURING, INC.
DE JONG MANUFACTURING, INC. PROFIT SHARING PLAN
$19.4M · 67 participants
PENN ENGINEERING & MFG. CORP.
PENN ENGINEERING PENSION PLAN
$19.3M · 163 participants
Large plans in Wisconsin
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN
$3.8B · 8,097 participants