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Original filing (PDF)20250917154727NAL0000519777001
MIDWEST GASTROINTESTINAL ASSOC., PC
Form 5500
FILING_RECEIVED
MIDWEST GASTROINTESTINAL ASSOCIATES, P. C. 401(K) SAFE HARBOR PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
235
Accounts w/ balance
260
Plan assets (EOY)
$64.9M
Net assets (EOY)
$64.9M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: SEPARATE ACCOUNT II (no filing on disk)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDWEST GASTROINTESTINAL ASSOC., PC.
Plan sponsor
Name
MIDWEST GASTROINTESTINAL ASSOC., PC
EIN
47-0772952
Address
8901 INDIAN HILLS DRIVE, SUITE 200 · OMAHA, NE · 68114
Phone
(402) 504-3839
Industry
Offices of Physicians· 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
2025-09-17
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BLAND & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS, INC. | — | OMAHA, NE | TPA | $5K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $4K | — |
| WELLS FARGO CLEARING SRVS | 34-1542819 | — | NONE | $0 | — |
Investments
1 pooled fund· $22.7M(35% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $22.7M | 35.0% |