Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $2.0M assets / 37 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | MBI DISTRIBUTING, INC. PENSION PLAN AND TRUST | Cash balance | $1.5M | 11 | 2025 |
| #004 | MBI DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $532K | 26 | 2025 |