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

MBW VENTURES, LLC

EIN 84-1840659-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
2
$767K assets
Welfare
0
Participants
6
5456 HIBISCUS RD. - JUPITER, FL 33458561-510-3389
Plans on this EIN
2 filings
#001401k-$476K - 3 part#002CashBalance-$291K - 3 part

Retirement portfolio analytics

2 plans aggregated / $767K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • VENTURES, LLC 401(K) (#001)62%
  • CASH BALANCE PLAN (#002)38%
Total $767KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VENTURES, LLC 401(K) (#001)3
  • CASH BALANCE PLAN (#002)3
Total 6Click 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#001

MBW VENTURES, LLC 401(K) PLAN

401k

Assets$476K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MBW VENTURES, LLC CASH BALANCE PLAN

CashBalance

Assets$291K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MBW VENTURES, LLC 401(K) PLAN401k$476K32025
002MBW VENTURES, LLC CASH BALANCE PLANCashBalance$291K32024
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