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Original filing (PDF)20251013113309NAL0001838720002
MIDCONTINENT COMMUNICATIONS DBA MIDCO
Form 5500
FILING_RECEIVED
MIDCO 401(K) PLAN
401(k) retirement plan
Active participants
1,752
Accounts w/ balance
2,221
Plan assets (EOY)
$179.1M
Net assets (EOY)
$179.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 26 bps in Schedule C fees — 157% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDCONTINENT COMMUNICATIONS DBA MIDCO.
Plan sponsor
Name
MIDCONTINENT COMMUNICATIONS DBA MIDCO
EIN
41-1957148
Address
3600 MINNESOTA DRIVE · SUITE 700 · MINNEAPOLIS, MN · 55435
Phone
(952) 844-2600
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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $354K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | INVESTMENT ADVISOR | $92K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $168 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | AUDITOR | $14K | — |
Investments
28 direct securities · 2 pooled funds· $179.1M(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
$172.2M
28 holdings
Common Collective Trust
$6.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $21.1M | 11.8% | |
| Fidelity Contrafund | — | — | — | $19.3M | 10.8% | |
| Janus Henderson Enterprise T | — | — | — | $15.7M | 8.8% | |
| American Funds American Funds American Balanced R6 | — | — | — | $11.9M | 6.7% | |
| Vanguard LifeStrategy Moderate Gr | — | — | — | $11.5M | 6.4% | |
| Dodge & Cox Dodge & Cox International Stock | — | — | — | $10.2M | 5.7% | |
| Vanguard LifeStrategy Growth | — | — | — | $9.9M | 5.5% | |
| American Funds American Funds American Mutual R6 | — | — | — | $9.5M | 5.3% | |
| JPMorgan SmartRetirement 2050 R6 | — | — | — | $7.9M | 4.4% | |
| Allspring Spec Mid Cap Val A | — | — | — | $6.5M | 3.6% | |
| JPMorgan SmartRetirement 2045 R6 | — | — | — | $6.5M | 3.6% | |
| GOLDMAN SACHS STABLE VAL L CL 1 GOLDMAN SACHS · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $5.3M | 3.0% | |
| JPMorgan SmartRetirement 2040 R6 | — | — | — | $5.2M | 2.9% | |
| Fidelity Small Cap Growth | — | — | — | $5.1M | 2.8% | |
| JPMorgan SmartRetirement 2055 R6 | — | — | — | $4.9M | 2.7% | |
| Doubleline Core Fixed Income I | — | — | — | $4.3M | 2.4% | |
| JP Morgan Undiscovered Mgrs Behavioral Val R6 | — | — | — | $4.1M | 2.3% | |
| JPMorgan SmartRetirement 2035 R6 | — | — | — | $3.5M | 2.0% | |
| JPMorgan SmartRetirement 2060 R6 | — | — | — | $3.4M | 1.9% | |
| Vanguard GNMA Admiral | — | — | — | $2.6M | 1.5% | |
| Fidelity Small Cap Index | — | — | — | $2.5M | 1.4% | |
| JPMorgan SmartRetirement 2030 R6 | — | — | — | $2.1M | 1.1% | |
| EMERGING MKTS FUND I1 WILMINGTON TRUST · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $1.6M | 0.9% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $1.5M | 0.8% | |
| JPMorgan SmartRetirement 2025 R6 | — | — | — | $979K | 0.5% | |
| Vanguard LifeStrategy Consv Gr | — | — | — | $908K | 0.5% | |
| JPMorgan SmartRetirement 2020 R6 | — | — | — | $471K | 0.3% | |
| Charles Schwab Instl Personal Choice Retirement Account | — | — | — | $332K | 0.2% | |
| & Trust Co. Cash Reserve Fund | — | — | — | $314K | 0.2% | |
| JPMorgan SmartRetirement Income R6 | — | — | — | $268K | 0.1% |