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Original filing (PDF)20250925103432NAL0009069840001
MIDWEST LABORATORIES, INC.
Form 5500
FILING_RECEIVED
MIDWEST LABORATORIES, INC. PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Active participants
293
Accounts w/ balance
301
Plan assets (EOY)
$45.6M
Net assets (EOY)
$45.6M
How this plan invests
This plan
35 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDWEST LABORATORIES, INC..
Plan sponsor
Name
MIDWEST LABORATORIES, INC.
EIN
47-0564465
Address
13611 B STREET · OMAHA, NE · 68144
Phone
(402) 334-7770
Industry
Professional & Technical Servicessee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BLAND & ASSOCIATES P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | — | ST LOUIS, MO | INVESTMENT ADVISORY | $46K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN | — | CHICAGO, IL | THIRD PARTY ADMIN | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOLDLEAF PARTNERS | — | BOSTON, MA | SERVICE PROVIDER | $6K | — |
Investments
35 direct securities· $45.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Instl Mutual Fund | — | — | — | $9.8M | 21.5% | |
| William Blair Large Cap Growth I Mutual Fund | — | — | — | $4.7M | 10.4% | |
| Dodge & Cox Stock Fund I Mutual Fund | — | — | — | $4.5M | 10.0% | |
| Vanguard LifeStrategy Growth Inv Mutual Fund | — | — | — | $3.3M | 7.3% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $3.3M | 7.2% | |
| Federated Hermes Govt Obl PRM Money Market Mutual Fund | — | — | — | $2.4M | 5.2% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $1.9M | 4.2% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $1.8M | 3.9% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $1.5M | 3.2% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $1.4M | 3.0% | |
| Vanguard Small-Cap Index Adm Mutual Fund | — | — | — | $1.3M | 2.9% | |
| TCW MetWest Total Return Bond I Mutual Fund | — | — | — | $1.1M | 2.5% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $1.1M | 2.4% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $1.1M | 2.4% | |
| DFA U.S. Small Cap Value Portfolio I Mutual Fund | — | — | — | $772K | 1.7% | |
| Nuveen International Equity Index R6 Mutual Fund | — | — | — | $734K | 1.6% | |
| Vanguard Mid-Cap Growth Index Adm Mutual Fund | — | — | — | $730K | 1.6% | |
| Loomis Sayles Small Cap Growth Inst Mutual Fund | — | — | — | $678K | 1.5% | |
| Janus Henderson Mid Cap Value N Mutual Fund | — | — | — | $652K | 1.4% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $451K | 1.0% | |
| Notes Receivable from Participants Interest Rates from 4.25% to 9.50% | — | — | — | $377K | 0.8% | |
| Vanguard LifeStrategy Moderate Gr Inv Mutual Fund | — | — | — | $341K | 0.7% | |
| Vanguard Real Estate Index Adm Mutual Fund | — | — | — | $324K | 0.7% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $310K | 0.7% | |
| Vanguard Wellesley Income Adm Mutual Fund | — | — | — | $222K | 0.5% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $192K | 0.4% | |
| DFA Emerging Markets Value Portfolio I Mutual Fund | — | — | — | $178K | 0.4% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $143K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $137K | 0.3% | |
| AB Global Bond Adv Mutual Fund | — | — | — | $69K | 0.2% | |
| T. Rowe Price Intl Stock I Mutual Fund | — | — | — | $34K | <0.1% | |
| DFA International Value Portfolio I Mutual Fund | — | — | — | $19K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | — | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard LifeStrategy Consv Growth Inv Mutual Fund | — | — | — | $6K | <0.1% |
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