How big is MTBW LLC's plan?

MTBW LLC's plan reported $1.2M in assets and 19 participants for 2024.

Original filing (PDF)20251008171019NAL0003455923001

MTBW LLC

Name: MTBW LLC — John E. Sestina & Company 401(k) Plan, Form 5500 (2024)
Creator: MTBW LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John E. Sestina & Company 401(k) Plan

401(k) retirement plan · MTBW LLC's John E. Sestina & Company 401(k) Plan held $1.2M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Tyler Cook signed MTBW LLC's 2024 Form 5500 as plan administrator.

Tyler Cook — 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

MTBW LLC's EIN is 47-5044541.

EIN 47-5044541

Plan number 001

Plan year 2024

ACK ID 20251008171019NAL0003455923001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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.

Plan sponsor

Name

MTBW LLC

DBA

JOHN E. SESTINA AND COMPANY

EIN

all filings

Address

1161 BETHEL ROAD · SUITE 201 · COLUMBUS, OH · 43220

Phone

(614) 326-3077

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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