Filings through .
Filed July 19, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $13,735 |
18 funds of $250K or more; 25 lines in all, holding $15.2M of the plan's $15.7M. From the 2025 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: Vanguard Target Retirement, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 5 vintages | $5.3M | 34.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 10.7% |
| Vanguard Growth and Income Fund Investor Shares Vanguard · Mutual fund | $1.1M | 7.1% |
| Columbia Capital Allocation Moderate Aggressive Portfolio Ameriprise (Columbia Threadneedle) · Mutual fund | $1.1M | 6.9% |
| Columbia Capital Allocation Aggressive Portfolio Ameriprise (Columbia Threadneedle) · Mutual fund | $789K | 5.2% |
| Pgim Short-Term Corporate Bond Fund Prudential (PGIM) · Mutual fund | $594K | 3.9% |
| Principal Morely Stable Value Fund Principal · Insurance contract | $552K | 3.6% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $533K | 3.5% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $519K | 3.4% |
| Cohen & Steers Realty Shares, Inc Fund Cohen & Steers · Mutual fund | $371K | 2.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.