PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MWS FINANCIAL, LLC
Sponsor portfolio

MWS FINANCIAL, LLC

EIN 82-3606990-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
7
135 N. MERAMEC AVE, SUITE 400 - CLAYTON, MO 63105314-469-3444
Plans on this EIN
2 filings
#002CashBalance-$1.4M - 3 part#001401k-$891K - 4 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PLAN AND TRUST (#002)61%
  • 401(K) RETIREMENT PLAN (#001)39%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)4
  • PLAN AND TRUST (#002)3
Total 7Click 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#002

MWS FINANCIAL, LLC CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$1.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MWS FINANCIAL 401(K) RETIREMENT PLAN

401k

Assets$891K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MWS FINANCIAL, LLC CASH BALANCE PENSION PLAN AND TRUSTCashBalance$1.4M32025
001MWS FINANCIAL 401(K) RETIREMENT PLAN401k$891K42025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica