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Original filing (PDF)20250728050855NAL0002305440001
MIDWAY ARMS, INC.
Form 5500
FILING_RECEIVED
MIDWAY ARMS, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
298
Accounts w/ balance
446
Plan assets (EOY)
$48.3M
Net assets (EOY)
$48.3M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDWAY ARMS, INC..
Plan sponsor
Name
MIDWAY ARMS, INC.
EIN
43-1110390
Address
5875 W VAN HORN TAVERN ROAD · COLUMBIA, MO · 65203
Phone
(573) 445-6363
Industry
Retail Tradesee 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
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WILLIAMS KEEPERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $54K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUNDVOLD FINANCIAL | 43-1823054 | — | INVESTMENT/FINANCIAL ADVI | $22K | — |
Investments
23 direct securities · 1 pooled fund· $47.9M(99% 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.
Registered Investment Companies
$47.5M
23 holdings
Common Collective Trust
$423K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $8.4M | 17.5% | |
| HARBOR CAP APPRECIATION RETIRE | Registered Investment Companies | — | — | $5.5M | 11.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $5.4M | 11.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $3.7M | 7.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $3.7M | 7.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $3.0M | 6.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $2.4M | 5.0% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $2.2M | 4.6% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $2.1M | 4.3% | |
| DFA US VECTOR EQ FD INST | Registered Investment Companies | — | — | $1.8M | 3.8% | |
| FRANKLIN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $1.4M | 3.0% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $1.4M | 2.8% | |
| OAKMARK INTERNATIONAL INVESTOR | Registered Investment Companies | — | — | $1.2M | 2.5% | |
| BNYM SM MD CP GR Y | Registered Investment Companies | — | — | $902K | 1.9% | |
| LOOMIS SAYLES STRAT INC - N | Registered Investment Companies | — | — | $800K | 1.7% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $711K | 1.5% | |
| MFS UTILITIES R6 | Registered Investment Companies | — | — | $670K | 1.4% | |
| FPA CRESCENT INST | Registered Investment Companies | — | — | $551K | 1.1% | |
| DFA EMERG MKT SM CAP I | Registered Investment Companies | — | — | $540K | 1.1% | |
| VANGUARD GNMA ADM | Registered Investment Companies | — | — | $516K | 1.1% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $423K | 0.9% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $266K | 0.6% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $266K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $83K | 0.2% |