How big is Midway Wealth Partners' plan?

Midway Wealth Partners' plan reported $803K in assets and 6 participants for 2025.

Original filing (PDF)20260430084533NAL0018188656001

Midway Wealth Partners

Name: Midway Wealth Partners — Midway Wealth Partners, Form 5500 (2025)
Creator: Midway Wealth Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Midway Wealth Partners 401(k) Plan

401(k) retirement plan · Midway Wealth Partners' Midway Wealth Partners 401(k) Plan held $803K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$803K

Net assets (EOY)

$803K

Plan identifiers

Midway Wealth Partners' EIN is 88-3138075.

EIN 88-3138075

Plan number 001

Plan year 2025

ACK ID 20260430084533NAL0018188656001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Midway Wealth Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Midway Wealth Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (89th percentile).

Plan sponsor

Name

MIDWAY WEALTH PARTNERS

EIN

all filings

Address

1650 N. ARLINGTON HEIGHTS ROAD · STE. 204 · ARLINGTON HEIGHTS, IL · 60004

Phone

(847) 787-1144

Industry

Finance & Insurance

Plan administrator