How big is MWY Fund Services, LLC's plan?

MWY Fund Services, LLC's plan reported $2.6M in assets and 6 participants for 2024.

Original filing (PDF)20251001182525NAL0013566129001

MWY Fund Services, LLC

Name: MWY Fund Services, LLC — MWY Fund Services, LLC, Form 5500 (2024)
Creator: MWY Fund Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MWY Fund Services, LLC 401(k) Retirement Plan

401(k) retirement plan · MWY Fund Services, LLC's MWY Fund Services, LLC 401(k) Retirement Plan held $2.6M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Manfred YU signed MWY Fund Services, LLC's 2024 Form 5500 as plan administrator.

Manfred YU — 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

MWY Fund Services, LLC's EIN is 47-2519454.

EIN 47-2519454

Plan number 001

Plan year 2024

ACK ID 20251001182525NAL0013566129001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MWY Fund Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MWY Fund Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MWY FUND SERVICES, LLC.

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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