AUMdb

Midwest Family Mutual Insurance Company 401(k) Plan

Sponsored by Midwest Family Mutual Insurance Company · EIN 410417260 · Plan #002

Total assets
$19.1M
Net assets
$19.1M
Active participants
145
With balances
166

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $68,497
Midwest Family Mutual Accounting, Direct payment from the plan $10,000
Principal Securities Inc Other services, Other commissions, Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0