# The M & W Logistics Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-m-w-logistics-group-inc-401k-plan

> The M & W Logistics Group, INC.'s 401(k) plan: 180 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — 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|—|—|

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