Lindsay Rosenthal signed MWW Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MWW Group LLC's EIN is 27-4344890.
Download the official 2024 Form 5500 (PDF) for MWW Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MWW Group LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, health coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $606 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $0 | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID 500 Index | Common Collective Trusts | — | — | $3.6M | 15.6% | |
| Fidelity Advisor Freedom 2035 | Mutual Funds | — | — | $2.6M | 11.1% | |
| Fidelity Advisor Freedom 2040 | Mutual Funds | — | — | $1.9M | 8.4% | |
| Fidelity Advisor Freedom 2050 | Mutual Funds | — | — | $1.9M | 8.2% | |
| Fidelity Advisor Freedom 2025 | Mutual Funds | — | — | $1.5M | 6.6% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $1.3M | 5.7% | |
| Fidelity Advisor Freedom 2060 | Mutual Funds | — | — | $1.0M | 4.3% | |
| Fidelity Advisor Freedom 2045 | Mutual Funds | — | — | $969K | 4.2% | |
| Fidelity Advisor Freedom 2055 | Mutual Funds | — | — | $916K | 4.0% | |
| Janus Henderson Triton S | Mutual Funds | — | — | $767K | 3.3% | |
| Eaton Vance Atlanta Capital SMID-Cap | Other securities | — | — | $730K | 3.2% | |
| Fidelity Advisor Freedom 2030 | Mutual Funds | — | — | $711K | 3.1% | |
| BlackRock Health sciences Opps Inv | Other securities | — | — | $671K | 2.9% | |
| BlackRock High Yield Bond Inv | Other securities | — | — | $494K | 2.1% | |
| Loomis Sayles Strategic Income | Other securities | — | — | $471K | 2.0% | |
| MFS Internationa Value | Mutual Funds | — | — | $388K | 1.7% | |
| Fidelity Advisor Freedom 2065 | Mutual Funds | — | — | $337K | 1.5% | |
| JPMorgan Mid Cap Value | Other securities | — | — | $314K | 1.4% | |
| PIMCO SP Intl US h | Mutual Funds | — | — | $285K | 1.2% | |
| PIMCO Total Return | Mutual Funds | — | — | $284K | 1.2% | |
| Federated Hermes Strategic Value Dividend Fund | Other securities | — | — | $262K | 1.1% | |
| Invesco Global Opportunities | Mutual Funds | — | — | $191K | 0.8% | |
| Money Market Fund * Fidelity Govt MMKT | Mutual Funds | — | — | $190K | 0.8% | |
| Invesco Developing Markets | Mutual Funds | — | — | $172K | 0.7% | |
| Fidelity Advisor Freedom 2015 | Mutual Funds | — | — | $157K | 0.7% | |
| Nuveen Dividend Growth Fund Class | Mutual Funds | — | — | $155K | 0.7% | |
| PIMCO Real Estate Real Return Strategy | Mutual Funds | — | — | $128K | 0.6% | |
| Fidelity Advisor Freedom 2020 | Mutual Funds | — | — | $107K | 0.5% | |
| Royce Small-Cap SVC | Other securities | — | — | $103K | 0.4% | |
| Goldman Sachs Sm Cap Val Insights | Other securities | — | — | $92K | 0.4% | |
| First Eagle Gold | Other securities | — | — | $90K | 0.4% | |
| BlackRock Global Allocation Inv | Other securities | — | — | $61K | 0.3% | |
| PIMCO Real Return | Mutual Funds | — | — | $37K | 0.2% | |
| ClearBridge Mid Cap Core | Other securities | — | — | $36K | 0.2% | |
| PIMCO Commodity Real Ret | Mutual Funds | — | — | $34K | 0.1% | |
| Calamos International Growth | Other securities | — | — | $20K | <0.1% | |
| s * Fidelity Advisor Freedom 2010 | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Freedom Inc | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
