Original filing (PDF)20251010102934NAL0012329168001

MW Holdings, LLC DBA Keller Williams Realty Capital District

Name: MW Holdings, LLC DBA Keller Williams Realty Capital District — Form 5500 Plan 002 (2024)
Creator: MW Holdings, LLC DBA Keller Williams Realty Capital District
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MW Holdings, LLC Cash Balance Plan

Defined-benefit pension plan · MW Holdings, LLC DBA Keller Williams Realty Capital District's MW Holdings, LLC Cash Balance Plan held $2.9M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

MW Holdings, LLC DBA Keller Williams Realty Capital District's EIN is 20-8883499.

EIN 20-8883499

Plan number 002

Plan year 2024

ACK ID 20251010102934NAL0012329168001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MW Holdings, LLC DBA Keller Williams Realty Capital District from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MW Holdings, LLC DBA Keller Williams Realty Capital District's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MW HOLDINGS, LLC DBA KELLER WILLIAMS REALTY CAPITAL DISTRICT.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score