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Sponsor portfolio

MWI, INC.

EIN 26-0422094-Construction-Latest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
29
P.O. BOX 30670 - ALBUQUERQUE, NM 87190505-507-1271
Plans on this EIN
2 filings
#001401k-$2.1M - 18 part#002TraditionalDB-$640K - 11 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PROFIT SHARING PLAN (#001)77%
  • CASH BALANCE PLAN (#002)23%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)18
  • CASH BALANCE PLAN (#002)11
Total 29Click 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

MWI, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$2.1M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MWI, INC. CASH BALANCE PLAN

TraditionalDB

Assets$640K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MWI, INC. 401(K) PROFIT SHARING PLAN401k$2.1M182024
002MWI, INC. CASH BALANCE PLANTraditionalDB$640K112024
Retirement plans
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