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Original filing (PDF)20251014173243NAL0003398321001
MIDLAND SAVINGS
Form 5500
FILING_RECEIVED
MIDLAND SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
373
Accounts w/ balance
154
Plan assets (EOY)
$18.0M
Net assets (EOY)
$18.0M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- 60 bps in Schedule C fees — 106% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 41% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDLAND SAVINGS.
Plan sponsor
Name
MIDLAND SAVINGS
EIN
61-1352665
Address
12711 TOWNEPARK WAY · LOUISVILLE, KY · 40243
Phone
(502) 245-1977
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KING + COMPANY, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | NONE | $63K | — |
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $44K | — |
Investments
28 direct securities · 1 pooled fund· $51.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$33.6M
26 holdings
Pooled Separate Account
$17.3M
1 holding
Pooled Separate Accounts
$338K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $17.3M | 96.2% | |
| Minnesota Life Securian AM S&P 500 Index | — | — | — | $6.1M | 33.9% | |
| Minnesota Life Securian AM S&P 500 Index | — | — | — | $5.5M | 30.7% | |
| Minnesota Life Vanguard Extended Market | — | — | — | $2.4M | 13.6% | |
| Minnesota Life TIAA-CREF Intl Eq Idx Instl | — | — | — | $2.4M | 13.1% | |
| Minnesota Life Vanguard Extended Market | — | — | — | $2.1M | 11.8% | |
| Minnesota Life Vanguard Interim Bond | — | — | — | $1.7M | 9.4% | |
| Minnesota Life Vanguard Interim Bond | — | — | — | $1.6M | 8.7% | |
| Minnesota Life MFS Growth R3 | — | — | — | $1.5M | 8.4% | |
| Minnesota Life TIAA-CREF Intl Eq Idx Instl | — | — | — | $1.5M | 8.4% | |
| Minnesota Life Vanguard Tot Bond Mkt Idx | — | — | — | $1.5M | 8.3% | |
| Minnesota Life Vanguard Tot Bond Mkt Idx | — | — | — | $1.4M | 7.9% | |
| Minnesota Life MFS Growth R3 | — | — | — | $989K | 5.5% | |
| Guaranteed Investment Account * Minnesota Life Guaranteed Investment Account | — | — | — | $784K | 4.4% | |
| Minnesota Life Invesco Comstock Fund R5 | — | — | — | $596K | 3.3% | |
| Guaranteed Investment Account * Minnesota Life Guaranteed Investment Account | — | — | — | $594K | 3.3% | |
| Minnesota Life Invesco Comstock Fund R5 | — | — | — | $499K | 2.8% | |
| Minnesota Life Janus Henderson Triton N | — | — | — | $474K | 2.6% | |
| Minnesota Life Janus Henderson Triton N | — | — | — | $415K | 2.3% | |
| Minnesota Life DFA US Targeted Value Port | — | — | — | $386K | 2.1% | |
| Minnesota Life DFA International Value Port | — | — | — | $339K | 1.9% | |
| Minnesota Life DFA US Targeted Value Port | — | — | — | $333K | 1.9% | |
| Minnesota Life DFA International Value Port | — | — | — | $271K | 1.5% | |
| s * Minnesota Life ClearBridge International Gr A | Pooled Separate Accounts | — | — | $210K | 1.2% | |
| s * Minnesota Life ClearBridge International Gr A | Pooled Separate Accounts | — | — | $128K | 0.7% | |
| Participant Loans Interest rates of 4.25%-9.50% through 2036 | — | — | — | $86K | 0.5% | |
| Participant Loans Interest rates of 4.25%-9.50% through 2031 | — | — | — | $86K | 0.5% | |
| Minnesota Life Fidelity Adv Total Bond I | — | — | — | $34K | 0.2% | |
| Minnesota Life Met West Total Return Bond | — | — | — | $22K | 0.1% |
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