What public Form 5500 filings show about the MWD Management, LLC 401(k) plan — and how to find and check your own account.
MWD Management, LLC (EIN 81-3740124) reports MWD MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $47.6M in plan assets across 682 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full MWD Management, LLC filing — schedules, fees, and providers.
MWD Management, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask MWD Management, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LBMC PC, KESTRA ADVISORY SERVICES.
