Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MID-CONTINENT FINANCIAL, LLC
EIN 26-3692042investment bankingLatest filing 2025
Plans
2
Retirement
2
$7.9M assets
Welfare
0
Participants
9
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.9M assets / 9 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MID-CONTINENT FINANCIAL, LLC PROFIT SHARING/401(K) PLAN
401k
Assets$4.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MID-CONTINENT FINANCIAL, LLC CASH BALANCE PLAN
CashBalance
Assets$3.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MID-CONTINENT FINANCIAL, LLC PROFIT SHARING/401(K) PLAN | 401k | $4.6M | 6 | 2025 | |
| 002 | MID-CONTINENT FINANCIAL, LLC CASH BALANCE PLAN | CashBalance | $3.3M | 3 | 2025 |
Retirement plans