Plan Snapshot
- Plan Sponsor: Mwd Management, LLC
- Sponsor EIN: 813740124
- Sponsor Address: 1000 HEALTH PARK DRIVE, SUITE 100, BRENTWOOD, TN, 37027
- Plan Type: 401(k)
- Total Participants: 682
- Total Assets: $47.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 682 | $47.6M | $1.1M | $3.4M |
| 2023 | 690 | $39.6M | $200,000 | $3.3M |
| 2022 | 666 | $30.6M | $789,602 | $2.4M |
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 |
|---|---|---|---|---|
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $159,331 | — | $7,527 | — | — |
| 2023 | $147,877 | — | — | $18,000 | — |
| 2022 | $103,277 | — | $102,387 | — | — |