How big is MWM Consulting Group, Inc.'s plan?

MWM Consulting Group, Inc.'s plan reported $2.5M in assets and 2 participants for 2024.

Original filing (PDF)20250714092415NAL0000738787001

MWM Consulting Group, Inc.

Name: MWM Consulting Group, Inc. — MWM-401(k) Plan, Form 5500 (2024)
Creator: MWM Consulting Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MWM-401(k) Plan

401(k) retirement plan · MWM Consulting Group, Inc.'s MWM-401(k) Plan held $2.5M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Sandeep MODI signed MWM Consulting Group, Inc.'s 2024 Form 5500 as plan administrator.

Sandeep MODI — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

MWM Consulting Group, Inc.'s EIN is 20-4966645.

EIN 20-4966645

Plan number 001

Plan year 2024

ACK ID 20250714092415NAL0000738787001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MWM Consulting Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MWM Consulting Group, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MWM CONSULTING GROUP, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

MWM CONSULTING GROUP, INC.

EIN

all filings

Address

14 JOSEPH CT. · MONMOUTH JUNCTION, NJ · 08852

Phone

(732) 274-9562

Industry

Professional & Technical Services

Plan administrator