How big is Midland Financial Services LLC's plan?

Midland Financial Services LLC's plan reported $381K in assets and 11 participants for 2024.

Original filing (PDF)20251014123713NAL0001388147001

Midland Financial Services LLC

Name: Midland Financial Services LLC — Midland Financial, Form 5500 (2024)
Creator: Midland Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Midland Financial Services LLC 401(k) Plan

401(k) retirement plan · Midland Financial Services LLC's Midland Financial Services LLC 401(k) Plan held $381K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$381K

Net assets (EOY)

$381K

People on this filing

Richard Tatum signed Midland Financial Services LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Midland Financial Services LLC's EIN is 47-4392610.

EIN 47-4392610

Plan number 001

Plan year 2024

ACK ID 20251014123713NAL0001388147001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Midland Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Midland Financial Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MIDLAND FINANCIAL SERVICES LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

MIDLAND FINANCIAL SERVICES LLC

EIN

all filings

Address

6010 NORTH BAILEY, SUITE 9 · AMHERST, NY · 14226

Phone

(716) 536-9938

Industry

Admin Support & Waste Mgmt

Plan administrator