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Sponsor portfolio

MIDWEST AGENCY, LLP

EIN 39-1933489-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$7.5M assets
Welfare
0
Participants
33
8251 NORTHWOODS DRIVE, SUITE B - LINCOLN, NE 68505402-483-1045midwestagronomy.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001TraditionalDB-$5.8M - 21 part#008401k-$1.7M - 12 part

Retirement portfolio analytics

2 plans aggregated / $7.5M assets / 33 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • DEFINED BENEFIT PLAN (#001)77%
  • AND INVESTMENT PLAN (#008)23%
Total $7.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)21
  • AND INVESTMENT PLAN (#008)12
Total 33Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MIDWEST AGENCY, LLP DEFINED BENEFIT PLAN

TraditionalDB

Assets$5.8M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#008

MIDWEST AGENCY, LLP 401K SAVINGS AND INVESTMENT PLAN

401k

Assets$1.7M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MIDWEST AGENCY, LLP DEFINED BENEFIT PLANTraditionalDB$5.8M212025
008MIDWEST AGENCY, LLP 401K SAVINGS AND INVESTMENT PLAN401k$1.7M122024
Retirement plans
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