Plan Snapshot
- Plan Sponsor: M & W Distribution Services, INC.
- Sponsor EIN: 581164068
- Sponsor Address: POST OFFICE BOX 43004, ATLANTA, GA, 303360004
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 105 | $8.3M | $295,793 | $386,975 |
| 2023 | 93 | $6.8M | $255,940 | $386,753 |
| 2022 | 82 | $6.6M | $239,904 | $385,262 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | RECORDKEEPER | $6,220 | $9 | $6,229 |
| LONG & ASSOCIATES LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FUTUREPLAN BY ASCENSUS — RECORDKEEPER
- LONG & ASSOCIATES LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,229
- Estimated Expense Ratio: 0.075% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $10,630 | — | $10,630 | — | — |
| 2023 | $12,057 | — | $12,057 | — | — |
| 2022 | $15,646 | — | $15,646 | — | — |