Original filing (PDF)20250825105109NAL0003878083001

Midwestern Financial, LLC d/b/a Midwestern Financial Group

Name: Midwestern Financial, LLC d/b/a Midwestern Financial Group — Form 5500 Plan 001 (2024)
Creator: Midwestern Financial, LLC d/b/a Midwestern Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Midwestern Financial Group 401(k) Plan

401(k) retirement plan · Midwestern Financial, LLC d/b/a Midwestern Financial Group's Midwestern Financial Group 401(k) Plan held $53K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$53K

Net assets (EOY)

$53K

Plan identifiers

Midwestern Financial, LLC d/b/a Midwestern Financial Group's EIN is 47-4299925.

EIN 47-4299925

Plan number 001

Plan year 2024

ACK ID 20250825105109NAL0003878083001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Midwestern Financial, LLC d/b/a Midwestern Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Midwestern Financial, LLC d/b/a Midwestern Financial Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MIDWESTERN FINANCIAL, LLC D/B/A MIDWESTERN FINANCIAL GROUP.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score