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Sponsor portfolio

MWM CONSULTING GROUP, INC.

EIN 20-4966645-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$12.5M assets
Welfare
0
Participants
4
14 JOSEPH CT. - MONMOUTH JUNCTION, NJ 08852732-274-9562
Plans on this EIN
2 filings
#002TraditionalDB-$8.8M - 2 part#001401k-$3.7M - 2 part

Retirement portfolio analytics

2 plans aggregated / $12.5M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • DEFINED BENEFIT PENSION (#002)71%
  • MWM-401K PLAN (#001)29%
Total $12.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#002)2
  • MWM-401K PLAN (#001)2
Total 4Click 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#002

MWM CONSULTING GROUP, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$8.8M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MWM-401K PLAN

401k

Assets$3.7M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MWM CONSULTING GROUP, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$8.8M22025
001MWM-401K PLAN401k$3.7M22025
Retirement plans
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