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Sponsor portfolio

MBI DISTRIBUTING, INC.

EIN 68-0336927-Manufacturing-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
34
211 N 1800 W - LINDON, UT 84042801-796-8742
Plans on this EIN
2 filings
#003CashBalance-$1.1M - 10 part#004401k-$373K - 24 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 34 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PLAN AND TRUST (#003)74%
  • PLAN AND TRUST (#004)26%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#004)24
  • PLAN AND TRUST (#003)10
Total 34Click 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#003

MBI DISTRIBUTING, INC. PENSION PLAN AND TRUST

CashBalance

Assets$1.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

MBI DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$373K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MBI DISTRIBUTING, INC. PENSION PLAN AND TRUSTCashBalance$1.1M102024
004MBI DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$373K242024
Retirement plans
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