Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $7.8M assets / 33 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MIDWEST AGENCY, LLP DEFINED BENEFIT PLAN | Traditional DB | $5.8M | 21 | 2025 |
| #008 | MIDWEST AGENCY, LLP 401K SAVINGS AND INVESTMENT PLAN | 401(k) | $2.0M | 12 | 2025 |