Assets by plan
Share of aggregate retirement assets
79%top
Sponsor portfolio
M-B COMPANIES, INC.
EIN 39-1208304machineryLatest filing 2024
Plans
2
Retirement
2
$11.7M assets
Welfare
0
Participants
303
1615 WISCONSIN AVENUE - NEW HOLSTEIN, WI 53061920-898-4203m-bco.comLinkedIn201-500 employeesmachinery
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.7M assets / 303 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
79%top
- ASSOCIATED TRUST COMPANY, N.A.79%
- (Not disclosed)21%
Participants 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
M-B COMPANIES, INC. DEFERRED SAVINGS PLAN
401k
Assets$9.3M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
M-B COMPANIES, INC. DEFERRED SAVINGS PLAN - UNION
401k
Assets$2.4M
Participants135
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 | M-B COMPANIES, INC. DEFERRED SAVINGS PLAN | 401k | $9.3M | 168 | 2024 | |
| 005 | M-B COMPANIES, INC. DEFERRED SAVINGS PLAN - UNION | 401k | $2.4M | 135 | 2024 |
Retirement plans
Welfare plans