Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MW HOLDINGS, LLC DBA KELLER WILLIAMS REALTY CAPITAL DISTRICT
EIN 20-8883499Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
18
935 NEW LOUDON RD. - LATHAM, NY 12110518-724-5822
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 18 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MW HOLDINGS, LLC CASH BALANCE PLAN
CashBalance
Assets$2.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MW HOLDINGS, LLC PROFIT SHARING PLAN
401k
Assets$1.8M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MW HOLDINGS, LLC CASH BALANCE PLAN | CashBalance | $2.9M | 8 | 2024 | |
| 001 | MW HOLDINGS, LLC PROFIT SHARING PLAN | 401k | $1.8M | 10 | 2024 |
Retirement plans