Retirement plan

MIDWEST ATC SERVICE 401(K) & PENSION PLAN

Name: MIDWEST AIR TRAFFIC CONTROL SERVICE, INC. - MIDWEST ATC SERVICE 401(K) & PENSION PLAN (2025) Form 5500
Creator: MIDWEST AIR TRAFFIC CONTROL SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MIDWEST ATC SERVICE 401(K) & PENSION PLAN, MIDWEST AIR TRAFFIC CONTROL SERVICE, INC.

MIDWEST AIR TRAFFIC CONTROL SERVICE, INC.EIN 48-0872931Plan #001PY 2025

7300 W. 129TH STREET - OVERLAND PARK, KS 66213913-782-7082LinkedIn501-1000 employeesairlines/aviation

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$62.2M

+11.9% from 2024

Total participants

884

+13.2% from 2024

Average account balance

$70,409

-4.5% from 2024

Annual return

13.50%

+3.26 pp from 2024

Benchmarks

See 137 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants250-999

Cohort137 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$62.24M

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

884

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.87M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+13.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$241

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781	Recordkeeping	$177,704
MIDWEST ATC SERVICE INC2 years Service code 13 · EIN 48-0872931	Contract Administrator	$35,120

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$213K

$366 / participant

Recordkeeping$178K83.5%
Contract admin$35K16.5%

% of EOY assets

0.342%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HOOD & ASSPCOATES CPA'S
Auditor EIN: 731432162
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$70,409

$51,092+37.8%

$76,735-8.2%

$79,634-11.6%

Participation rate

100.0%

50.2%+49.8pp

69.5%+30.5pp

62.5%+37.5pp

Annual return

13.50%

18.04%-4.5pp

29.77%-16.3pp

36.46%-23.0pp

Employer contribution / active EE

$7,800

$1,519+413.6%

$2,454+217.8%

$2,529+208.4%

Participant deferral / active EE

$4,002

$2,529+58.2%

$4,088-2.1%

$3,835+4.4%

Admin fee / account holder

$241

$1,865-87.1%

$7,189-96.7%

$1,002-76.0%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS11+ years

Filed as: TRANSAMERICA LIFE INSURANCE COMPANY

Service code 15 · EIN 39-0989781

Recordkeeping

$177,704

MIDWEST ATC SERVICE INC2 years

Service code 13 · EIN 48-0872931

Contract Administrator

$35,120

MIDWEST ATC SERVICE 401(K) & PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MIDWEST ATC SERVICE 401(K) & PENSION PLAN

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