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Original filing (PDF)20251014161917NAL0004501232001
MDWEST ONE, P.C.
Form 5500
FILING_RECEIVED
MDWEST ONE, P. C. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
204
Accounts w/ balance
305
Plan assets (EOY)
$67.2M
Net assets (EOY)
$67.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — 122% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MDWEST ONE, P.C..
Plan sponsor
Name
MDWEST ONE, P.C.
EIN
47-0619405
Address
8005 FARNAM DRIVE · SUITE 305 · OMAHA, NE · 68114
Phone
(402) 390-4892
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
BLACKMAN & ASSOCIATES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REALIZE WEALTH MANAGE GROUP | — | OMAHA, NE | INVESTMENT ADVISOR | $23K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $99K | — |
| IFP ADVISORS, INC. | — | TAMPA, FL | NONE | $45K | — |
| NEWPORT GROUP BENEFITS CONSULTANTS | 42-1451295 | DRESHER, PA | NONE | $40K | — |
| NEWPORT GROUP, INC. | 27-2037969 | DRESHER, PA | NONE | $31K | — |
| NORTHWESTERN MUTUAL INV. SRVCS | — | MILWAUKEE, WI | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.