# Mwi, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mwi-inc-161374611-001

> Mwi, INC.'s 401(k) plan: 115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mwi, INC.

- **Sponsor EIN:** 161374611

- **Sponsor Address:** 1269 BRIGHTON-HENRIETTA TOWN RD, ROCHESTER, NY, 14623

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 115

- **Total Assets:** $9.9M

## 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|115|$9.9M|$150,000|$558,417|

| 2023|118|$9.1M|$170,000|$510,390|

| 2022|111|$7.8M|$268,200|$357,938|

## 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|

| UBS FINANCIAL SERVICES, INC.|Investment Advisor|$23,368|—|$23,368|

| ADP, INC.|Recordkeeper|$17,325|—|$17,325|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — Investment Advisor

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $40,693

- **Estimated Expense Ratio:** 0.409% 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|$40,694|$24,554|—|—|—|

| 2023|$34,771|$20,459|—|—|—|

| 2022|$31,374|—|—|—|—|

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