Sharon Koenig signed Midcontinent Communications DBA Midco's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Midcontinent Communications DBA Midco's EIN is 41-1957148.
Download the official 2024 Form 5500 (PDF) for Midcontinent Communications DBA Midco from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Midcontinent Communications DBA Midco's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $354K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | INVESTMENT ADVISOR | $92K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 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 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | AUDITOR | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $21.1M | 11.8% | |
| Fidelity Contrafund | Mutual Funds | — | — | $19.3M | 10.8% | |
| Janus Henderson Enterprise T | Mutual Funds | — | — | $15.7M | 8.8% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $11.9M | 6.7% | |
| Vanguard LifeStrategy Moderate Gr | Mutual Funds | — | — | $11.5M | 6.4% | |
| Dodge & Cox Dodge & Cox International Stock | Mutual Funds | — | — | $10.2M | 5.7% | |
| Vanguard LifeStrategy Growth | Mutual Funds | — | — | $9.9M | 5.5% | |
| American Funds American Funds American Mutual R6 | Mutual Funds | — | — | $9.5M | 5.3% | |
| JPMorgan SmartRetirement 2050 R6 | Other securities | — | — | $7.9M | 4.4% | |
| Allspring Spec Mid Cap Val A | Other securities | — | — | $6.5M | 3.6% | |
| JPMorgan SmartRetirement 2045 R6 | Other securities | — | — | $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 | Other securities | — | — | $5.2M | 2.9% | |
| Fidelity Small Cap Growth | Mutual Funds | — | — | $5.1M | 2.8% | |
| JPMorgan SmartRetirement 2055 R6 | Other securities | — | — | $4.9M | 2.7% | |
| Doubleline Core Fixed Income I | Other securities | — | — | $4.3M | 2.4% | |
| JP Morgan Undiscovered Mgrs Behavioral Val R6 | Other securities | — | — | $4.1M | 2.3% | |
| JPMorgan SmartRetirement 2035 R6 | Other securities | — | — | $3.5M | 2.0% | |
| JPMorgan SmartRetirement 2060 R6 | Other securities | — | — | $3.4M | 1.9% | |
| Vanguard GNMA Admiral | Agency / Mortgage-Backed | — | — | $2.6M | 1.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $2.5M | 1.4% | |
| JPMorgan SmartRetirement 2030 R6 | Other securities | — | — | $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% | Bonds / Notes | — | — | $1.5M | 0.8% | |
| JPMorgan SmartRetirement 2025 R6 | Other securities | — | — | $979K | 0.5% | |
| Vanguard LifeStrategy Consv Gr | Mutual Funds | — | — | $908K | 0.5% | |
| JPMorgan SmartRetirement 2020 R6 | Other securities | — | — | $471K | 0.3% | |
| Charles Schwab Instl Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $332K | 0.2% | |
| & Trust Co. Cash Reserve Fund | Cash / Money Market | — | — | $314K | 0.2% | |
| JPMorgan SmartRetirement Income R6 | Common Stocks | — | — | $268K | 0.1% |
