Patrick Moran signed Midwestone Financial Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Midwestone Financial Group, Inc.'s EIN is 42-1206172.
Download the official 2024 Form 5500 (PDF) for Midwestone Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Midwestone Financial Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $38K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Portfolio Mutual Fund N/A | Mutual Funds | — | — | $11.6M | 11.6% | |
| Fidelity 500 Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $10.2M | 10.2% | |
| Fidelity Freedom Index 2045 Portfolio Mutual Fund N/A | Mutual Funds | — | — | $9.3M | 9.3% | |
| Fidelity Freedom Index 2025 Portfolio Mutual Fund N/A | Mutual Funds | — | — | $8.2M | 8.2% | |
| Fidelity Freedom Index 2030 Portfolio Mutual Fund N/A | Mutual Funds | — | — | $7.1M | 7.1% | |
| Fidelity Freedom Index 2040 Portfolio Mutual Fund N/A | Mutual Funds | — | — | $6.7M | 6.7% | |
| Fidelity Freedom Index 2050 Portfolio Mutual Fund N/A | Mutual Funds | — | — | $6.1M | 6.1% | |
| Fidelity Blue Chip Growth Fund – K6 Shares Mutual Fund N/A | Mutual Funds | — | — | $5.6M | 5.6% | |
| JPMorgan Large Cap Growth Fund – R6 Shares Mutual Fund N/A | Other securities | — | — | $4.4M | 4.4% | |
| Fidelity Freedom Index 2020 Portfolio Mutual Fund N/A | Mutual Funds | — | — | $3.7M | 3.7% | |
| Fidelity Freedom Index 2055 Portfolio Mutual Fund N/A | Mutual Funds | — | — | $3.1M | 3.1% | |
| Dodge & Cox Stock Fund – I Class Mutual Fund N/A | Mutual Funds | — | — | $2.7M | 2.7% | |
| Fidelity Mid Cap Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $2.2M | 2.2% | |
| Vanguard Explorer Fund – Admiral Shares Mutual Fund N/A | Mutual Funds | — | — | $1.9M | 1.9% | |
| Fidelity Freedom Index 2060 Portfolio Mutual Fund N/A | Mutual Funds | — | — | $1.8M | 1.8% | |
| T. Rowe Price Mid‑Cap Growth Fund – I Class Mutual Fund N/A | Other securities | — | — | $1.8M | 1.8% | |
| Victory Sycamore Established Value Fund – I Class Mutual Fund N/A | Other securities | — | — | $1.6M | 1.6% | |
| Fidelity Multi-Asset Income Portfolio – Class 2 Common Collective Fund N/A | Common Collective Trusts | — | — | $1.6M | 1.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.6M | 1.6% | |
| DFA U.S. Targeted Value Fund – I Class Mutual Fund N/A | Mutual Funds | — | — | $1.4M | 1.4% | |
| BlackRock High Yield Fund – K Class Mutual Fund N/A | Other securities | — | — | $1.3M | 1.3% | |
| MFS International Equity Fund – R6 Shares Mutual Fund N/A | Mutual Funds | — | — | $1.1M | 1.1% | |
| Fidelity Small Cap Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $947K | 0.9% | |
| Fidelity Total Bond Fund – K6 Shares Mutual Fund N/A | Mutual Funds | — | — | $912K | 0.9% | |
| Fidelity Freedom Index 2065 Portfolio Mutual Fund N/A | Mutual Funds | — | — | $899K | 0.9% | |
| Fidelity U.S. Bond Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $838K | 0.8% | |
| Notes receivable from participants Maturing 2025 - 2038 at interest rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $684K | 0.7% | |
| Fidelity Freedom Index 2070 Portfolio Mutual Fund N/A 817 * Fidelity International Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $681K | 0.7% | |
| Fidelity Freedom Index 2020 Income Portfolio Mutual Fund N/A | Mutual Funds | — | — | $669K | 0.7% | |
| American Funds New World Fund – R6 Shares Mutual Fund N/A | Mutual Funds | — | — | $498K | 0.5% | |
| Fidelity Balanced Fund – K6 Shares Mutual Fund N/A | Mutual Funds | — | — | $479K | 0.5% | |
| Fidelity Emerging Markets Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $176K | 0.2% | |
| Fidelity Government Money Market Fund Money Market Mutual Fund N/A | Mutual Funds | — | — | $12K | <0.1% | |
| AMERICAN TRUST RETIREMENT INVESTMEN AMERICAN TRUST COMPANY · EIN 38-7227043 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
