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Sponsor portfolio

MWC TRANSITIONS, INC.

EIN 83-3836672-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$257K assets
Welfare
0
Participants
4
3201 DODGE CT. SUITE 5306 - OMAHA, NE 68144402-991-9670
Plans on this EIN
2 filings
#002CashBalance-$239K - 2 part#001401k-$19K - 2 part

Retirement portfolio analytics

2 plans aggregated / $257K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • CASH BALANCE PLAN (#002)93%
  • TRANSITIONS, INC. 401(K) (#001)7%
Total $257KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • TRANSITIONS, INC. 401(K) (#001)2
Total 4Click 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

MWC TRANSITIONS, INC. CASH BALANCE PLAN

CashBalance

Assets$239K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MWC TRANSITIONS, INC. 401(K) PLAN

401k

Assets$19K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MWC TRANSITIONS, INC. CASH BALANCE PLANCashBalance$239K22024
001MWC TRANSITIONS, INC. 401(K) PLAN401k$19K22024
Retirement plans
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