Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › MWG Retirement Plan Services
MWG Retirement Plan Services
- Service provider, as named on Schedule C
- EIN 721396518
- Plan year 2024
- Direct compensation reported $239,625
Assets of those plans
$180,971,945
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
16
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$239,625
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 15 | Recordkeeping and information management | 14 |
| 64 | Recordkeeping fees | 4 |
| 13 | Contract administrator | 2 |
| 50 | Direct payment from the plan | 2 |
| 65 | Account maintenance fees | 2 |
| 99 | Other fees | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Bankfirst Financial Services 401(k) Profit Sharing Planrecordkeeper | Bankfirst Financial Services | $43,705,344 | 515 | $57,985 |
| Digestive Specialists, Inc./digestive Endoscopy Center, LLC 401(k) Profit Sharing Planrecordkeeper | Digestive Specialists | $38,144,222 | 180 | $8,371 |
| Morgan White Group, Inc. 401(k) Profit Sharing Planrecordkeeper | Morgan White Group | $20,007,201 | 327 | $20,845 |
| Hope Enterprise Corporation, Inc. 401(k) Savings Planrecordkeeper | Hope Enterprise | $12,937,887 | 255 | $19,865 |
| Harbor Electronics, Inc. 401(k) Planrecordkeeper | Harbor Electronics | $9,710,409 | 159 | $7,017 |
| Mcneely Plastic Products, Inc. Retirement Planrecordkeeper | Mcneely Plastic Products | $9,532,333 | 168 | $4,775 |
| Elite 401(k) Planrecordkeeper | Ballew Wealth Management | $8,599,062 | 201 | $9,024 |
| Atlas-ssi, Inc. 401(k) Savings Planrecordkeeper | Atlas-ssi | $7,135,383 | 155 | $4,217 |
| Rightway Fasteners, Inc. Retirement Savings Planrecordkeeper | Rightway Fasteners | $6,536,364 | 149 | $10,248 |
| Herrin-gear Autoplex 401(k) Planrecordkeeper | HG MS Admin | $6,293,072 | 145 | $22,923 |
| Emmerich Newspapers, Inc. 401(k) Planrecordkeeper | Emmerich Newspapers | $4,933,300 | 92 | $25,751 |
| Tolko Industries (u. S. ) Ltd 401(k) Planrecordkeeper | Tolko Industries (U.S.) | $4,548,662 | 157 | $6,611 |
| Claw Forestry Services 401(k) Savings Planrecordkeeper | Claw Forestry Services | $4,256,869 | 144 | $20,862 |
| Rogers-dabbs Chevrolet, Inc. 401(k) Planrecordkeeper | Rogers-dabbs Chevrolet | $3,893,984 | 123 | $4,089 |
| C&C FP Holdings, LLC 401(k) Planrecordkeeper | C&C FP Holdings | $737,853 | 89 | $14,225 |
| Profit Sharing Retirement Plan of Harold Gwatney Chevrolet Companyrecordkeeper | Harold Gwatney Chevrolet | $0 | 0 | $2,817 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.