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Original filing (PDF)20250918090531NAL0001164881001
MIDWEST TRANSPLANT NETWORK, INC.
Form 5500
FILING_RECEIVED
MIDWEST TRANSPLANT NETWORK, INC. 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
262
Accounts w/ balance
316
Plan assets (EOY)
$51.5M
Net assets (EOY)
$51.5M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDWEST TRANSPLANT NETWORK, INC..
Plan sponsor
Name
MIDWEST TRANSPLANT NETWORK, INC.
EIN
43-1016328
Address
1900 W. 47TH PLACE · SUITE 400 · WESTWOOD, KS · 66205
Phone
(913) 262-1666
Industry
Health Care & Social Assistancesee 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
2025-09-18
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | — | IRVINE, CA | RECORDKEEPER | $825 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FREESTATE ADVISORS LLC | — | LEAWOOD, KS | INVESTMENT ADVISOR | $110K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MHM RETIREMENT PLAN SOLUTIONS | — | KANSAS CITY, MO | CONTRACT ADMIN | $8K | — |
Investments
29 direct securities· $51.5M(100% of reported assets)
Uncategorized
$50.1M
28 holdings
Mutual Funds
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 1FZAFX Fidelity Advisor Equity Growth Z 279,557 shares | — | — | $280K | $6.6M | 12.9% | |
| 1REGTX American Funds 2040 Target Date Fund 309,682 shares | — | — | $310K | $6.4M | 12.4% | |
| 1REITX American Funds 2050 Target Date Fund 207,143 shares | — | — | $207K | $4.3M | 8.4% | |
| 1RWMFX American Funds Washington Mutual Fund 61,379 shares | — | — | $61K | $3.8M | 7.3% | |
| 1REETX American Funds 2030 Target Date Fund 212,887 shares | — | — | $213K | $3.7M | 7.2% | |
| 1RICFX American Funds Investment Company of America 5,899 shares | — | — | $6K | $3.4M | 6.6% | |
| 1REHTX American Funds 2045 Target Date Fund 137,559 shares | — | — | $138K | $2.9M | 5.7% | |
| 1RECTX American Funds 2020 Target Date Fund 173,677 shares | — | — | $174K | $2.3M | 4.6% | |
| 1REFTX American Funds 2035 Target Date Fund 117,430 shares | — | — | $117K | $2.2M | 4.4% | |
| 1PDBZX Prudential Total Return Bond Fund 159,988 shares | — | — | $160K | $1.9M | 3.7% | |
| 1LDLTX Lord Abbett Short Duration Income 440,137 shares | — | — | $440K | $1.7M | 3.3% | |
| 1REKTX American Funds 2055 Target Date Fund 64,000 shares | — | — | $64K | $1.7M | 3.3% | |
| s * 1RERFX American Funds EuroPacific Growth Fund 25,805 shares | Mutual Funds | — | $26K | $1.4M | 2.7% | |
| 1REMTX American Funds 2060 Target Date Fund 64,369 shares | — | — | $64K | $1.2M | 2.2% | |
| 1PHYZX PGIM High Yield Z 212,681 shares | — | — | $213K | $1.0M | 2.0% | |
| 1FSGAX Franklin Small-Mid Cap Value Fund 18,879 shares | — | — | $19K | $878K | 1.7% | |
| 1JSMGX1 Janus Henderson Triton Fund I 30,926 shares | — | — | $31K | $838K | 1.6% | |
| 1REATX American Funds 2010 Target Date Fund 68,658 shares | — | — | $69K | $802K | 1.6% | |
| 1RWIFX American Funds Capital World Growth Fund 12,238 shares | — | — | $12K | $778K | 1.5% | |
| 1VEVRX Victory Sycamore Established Value Fund 13,984 shares | — | — | $14K | $643K | 1.2% | |
| 1RNPFX American Funds New Perspective Fund 9,993 shares | — | — | $10K | $620K | 1.2% | |
| 1REDTX American Funds 2025 Target Date Fund 33,596 shares | — | — | $34K | $512K | 1.0% | |
| 1VFIAX Vanguard 500 Index Fund - Admiral 908 shares | — | — | — | $493K | 1.0% | |
| 1VBTLX Vanguard Total Bond Market Index Admiral 4 shares 38 * 1RAEXX American Funds US Government Money Market Fund 321,762 shares | — | — | $322K | $333K | 0.6% | |
| 1VSGDX Vanguard Short-Term Federal Fund 31,392 shares | — | — | $31K | $319K | 0.6% | |
| 1VSOIX Victory Sycamore Small Company Opportunity Fund 6,111 shares | — | — | $6K | $288K | 0.6% | |
| 1REOTX American Funds 2065 Target Date Fund 10,401 shares | — | — | $10K | $182K | 0.4% | |
| 1MALOX Blackrock Global Allocation Fund 5,331 shares | — | — | $5K | $100K | 0.2% | |
| 1JERIX Janus Henderson Global Real Estate Fund 6,774 shares | — | — | $7K | $77K | 0.2% |
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