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Sponsor portfolio

MSW, INC.

EIN 87-3299600-financial services-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
36
518 KICKERILLO DR - HOUSTON, TX 77079832-274-4172LinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filings
#002CashBalance-$1.3M - 17 part#001ProfitSharing-$410K - 19 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 36 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • CASH BALANCE PLAN (#002)76%
  • MSW RETIREMENT PLAN (#001)24%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MSW RETIREMENT PLAN (#001)19
  • CASH BALANCE PLAN (#002)17
Total 36Click 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

MSW CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MSW RETIREMENT PLAN

ProfitSharing

Assets$410K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MSW CASH BALANCE PLANCashBalance$1.3M172025
001MSW RETIREMENT PLANProfitSharing$410K192025
Retirement plans
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