Plan Snapshot
- Plan Sponsor: Mwi Corporation
- Sponsor EIN: 590613752
- Sponsor Address: 33 NW 2ND STREET, DEERFIELD BEACH, FL, 334412013
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $17.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 211 | $17.0M | $491,368 | $961,329 |
| 2023 | 229 | $14.5M | $479,832 | $959,684 |
| 2022 | 199 | $12.7M | $290,733 | $898,467 |
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 |
|---|---|---|---|---|
| BRUNT MATZ GROUP PA CPAS | Auditor | — | — | $0 |
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 | $62,137 | $19,970 | $42,167 | — | — |
| 2023 | $52,690 | $16,427 | $36,263 | — | — |
| 2022 | $51,117 | $16,814 | $34,303 | — | — |