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Original filing (PDF)20230914180659NAL0050898546001
MIDWESTHR, LLC
Form 5500
FILING_RECEIVED
THE MIDWESTHR, LLC 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
34 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDWESTHR, LLC.
Plan sponsor
Name
MIDWESTHR, LLC
EIN
88-0457743
Address
1200 INTERNATIONALE PARKWAY STE 200 · WOODRIDGE, IL · 60517
Phone
(630) 836-3000
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-11-02
Filed
2023-09-14
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
FORVIS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $48K | — |
| 360 PAYROLL INTEGRATION, CORP | 83-3880266 | — | RECORDKEEPER | $21K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKS RETIREMENT SERVICES | 84-1921272 | — | INVESTMENT ADVISOR | $11K | — |
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISOR | $6K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS LLP | 44-0160260 | — | AUDIT | $15K | — |
Investments
34 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TRANSAMERICA HI YIELD BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 103 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP INDEX 2040 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | $0 | — |
| FRANKLIN UTILITIES RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 267 | Pooled Separate Account | $0 | — |
| GOLDMAN SACHS TECH OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 269 | Pooled Separate Account | $0 | — |
| BLACKROCK HEALTH SCNCS OPS RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 365 | Pooled Separate Account | $0 | — |
| INVESCO DVSF DIVIDEND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 579 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP INDEX 2060 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | $0 | — |
| INVESCO SMALL CAP GROWTH INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 390 | Pooled Separate Account | $0 | — |
| TRANSAMERICA PTNR MD VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 427 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 232 | Pooled Separate Account | $0 | — |
| MORGAN STANLEY GR OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 167 | Pooled Separate Account | $0 | — |
| STATE STREET S&P 500 INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 102 | Pooled Separate Account | $0 | — |
| AEGON BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 100 | Pooled Separate Account | $0 | — |
| LOOMIS SAYLES BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 150 | Pooled Separate Account | $0 | — |
| AMERICAN FDS NEW PERSPECTIVE INV OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 023 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP IDX RETMENT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP INDEX 2025 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP INDEX 2045 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | $0 | — |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | $0 | — |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | $0 | — |
| FRANKLIN SMALL-MID CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 197 | Pooled Separate Account | $0 | — |
| OPPENHEIMER GLOBAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | $0 | — |
| IVY SCIENCE & TECHNOLOGY INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 082 | Pooled Separate Account | $0 | — |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | $0 | — |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP INDEX 2030 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP INDEX 2035 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP INDEX 2050 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | $0 | — |
| STATE STREET EMERG MKT IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 117 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL LG CP VAL IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 120 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL LG CP GR IDX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122 | Pooled Separate Account | $0 | — |
| ALLSPRING PRECIOUS METALS INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 126 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP INDEX 2055 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | $0 | — |
| MORGAN STANLEY GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 166 | Pooled Separate Account | $0 | — |