Plan Snapshot
- Plan Sponsor: The M & W Logistics Group, INC.
- Sponsor EIN: 201823225
- Sponsor Address: 1110 PUMPING STATION ROAD, NASHVILLE, TN, 372102219
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $7.6M
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 | 180 | $7.6M | $98,312 | $665,421 |
| 2023 | 183 | $7.1M | $103,559 | $676,892 |
| 2022 | 195 | $5.9M | $90,951 | $592,702 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIRE SOLUTIONS LLC | RECORDKEEPER | $48,486 | — | $48,486 |
| RAYMOND JAMES AND ASSC INC. | BROKER | — | $14,413 | $14,413 |
| ACCESS RETIREMENT SERVICES | RECORDKEEPER | $12,055 | — | $12,055 |
| CARR, RIGGS AND INGRAM | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIRE SOLUTIONS LLC — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,954
- Estimated Expense Ratio: 0.982% 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 | $64,383 | — | — | — | — |
| 2023 | $53,926 | — | — | — | — |
| 2022 | $45,723 | — | $45,723 | — | — |