Retirement plan

MIDWEST OPERATING ENGINEERS NOT-FOR-PROFIT IT SERVICES, LLC 401(K) TRUST

Name: MIDWEST OPERATING ENGINEERS NOT-FOR-PROFIT IT SERVICES, LLC - MIDWEST OPERATING ENGINEERS NOT-FOR-PROFIT IT SERVICES, LLC 401(K) TRUST (2025) Form 5500
Creator: MIDWEST OPERATING ENGINEERS NOT-FOR-PROFIT IT SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MIDWEST OPERATING ENGINEERS NOT-FOR-PROFIT IT SERVICES, LLC 401(K) TRUST, MIDWEST OPERATING ENGINEERS NOT-FOR-PROFIT IT SERVICES, LLC

MIDWEST OPERATING ENGINEERS NOT-FOR-PROFIT IT SERVICES, LLCEIN 42-1746108Plan #001PY 2025

6150 JOLIET ROAD, SUITE 100 - COUNTRYSIDE, IL 60525708-579-6614LinkedIn201-500 employeesinformation technology and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+35.5% from 2024

Total participants

-4.5% from 2024

Average account balance

$63,574

+42.0% from 2024

Annual return

19.04%

-1.87 pp from 2024

Benchmarks

See 13,952 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,952 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.34M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$64K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$165K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.04%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$555

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2J3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$12K

$971 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.873%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$63,574

$99,053-35.8%

$88,179-27.9%

$138,895-54.2%

Participation rate

100.0%

74.2%+25.8pp

69.1%+30.9pp

79.9%+20.1pp

Annual return

19.04%

78.17%-59.1pp

64.97%-45.9pp

145.39%-126.3pp

Employer contribution / active EE

$3,843

$2,882+33.4%

$2,549+50.8%

$4,194-8.4%

Participant deferral / active EE

$9,888

$5,225+89.2%

$4,614+114.3%

$6,396+54.6%

Admin fee / account holder

$555

$8,748-93.7%

$7,673-92.8%

$12,562-95.6%

MIDWEST OPERATING ENGINEERS NOT-FOR-PROFIT IT SERVICES, LLC 401(K) TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MIDWEST OPERATING ENGINEERS NOT-FOR-PROFIT IT SERVICES, LLC 401(K) TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion