Isaiah Brown signed M & W Distribution Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
M & W Distribution Services, Inc.'s EIN is 58-1164068.
Download the official 2024 Form 5500 (PDF) for M & W Distribution Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)M & W Distribution Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $6K | — |
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $4K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.0M | 96.9% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $1.2M | 14.3% | |
| JPMORGAN LARGE CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580 | Pooled Separate Account | — | — | $970K | 11.7% | |
| STATE STREET RUSSELL LG CAP GROW ID TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $535K | 6.4% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 018 | Pooled Separate Account | — | — | $437K | 5.3% | |
| BLACKROCK HEALTH SCIENCES OPS RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 365 | Pooled Separate Account | — | — | $428K | 5.2% | |
| VICTORY ESTABLISHED VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 608 | Pooled Separate Account | — | — | $392K | 4.7% | |
| FEDERATED HERMES MDT SM CAP CORE RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 351 | Pooled Separate Account | — | — | $308K | 3.7% | |
| TRANSAMERICA MID-CAP GROWTH RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 546 | Pooled Separate Account | — | — | $239K | 2.9% | |
| STATE STEET PRTN SERIES WITH TA MOD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504 | Pooled Separate Account | — | — | $232K | 2.8% | |
| FRANKLIN SMALL CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 086 | Pooled Separate Account | — | — | $228K | 2.8% | |
| AMER FUNDS EUROPACIFIC GROWTH RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $210K | 2.5% | |
| PIONEER EQUITY INCOME TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 670 | Pooled Separate Account | — | — | $202K | 2.4% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 607 | Pooled Separate Account | — | — | $191K | 2.3% | |
| DFA INFL-PROTECTED SEC PORTFOLIO RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 526 | Pooled Separate Account | — | — | $189K | 2.3% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 165 | Pooled Separate Account | — | — | $147K | 1.8% | |
| TRANSAMERICA PARTNERS HIGH YIELD BO TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 102 | Pooled Separate Account | — | — | $133K | 1.6% | |
| STATE STREET U.S. BOND INDEX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $127K | 1.5% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 019 | Pooled Separate Account | — | — | $114K | 1.4% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 295 | Pooled Separate Account | — | — | $107K | 1.3% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 505 | Pooled Separate Account | — | — | $88K | 1.1% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 164 | Pooled Separate Account | — | — | $82K | 1.0% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 163 | Pooled Separate Account | — | — | $74K | 0.9% | |
| STATE STREET INTL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $73K | 0.9% | |
| PIONEER BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 099 | Pooled Separate Account | — | — | $72K | 0.9% | |
| STATE STEET PRTN SERIES WITH TA CON TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 503 | Pooled Separate Account | — | — | $68K | 0.8% | |
| STATE STREET RUSSELL SM CAP VAL IND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 355 | Pooled Separate Account | — | — | $67K | 0.8% | |
| BRANDYWINEGLOBAL - GLOBAL OPP BOND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 659 | Pooled Separate Account | — | — | $62K | 0.8% | |
| AMER FUNDS FUNDAMENTAL INVESTORS RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 232 | Pooled Separate Account | — | — | $46K | 0.6% | |
| STATE STREET S&P MID CAP INDX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $41K | 0.5% | |
| SSGA EMERGING MARKETS INDEX RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 169 | Pooled Separate Account | — | — | $34K | 0.4% | |
| STATE STREET RUSSELL LG CAP VALUE I TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 171 | Pooled Separate Account | — | — | $33K | 0.4% | |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $27K | 0.3% | |
| TA VANGUARD REAL ESTATE INDEX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $27K | 0.3% | |
| AB SMALL CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 509 | Pooled Separate Account | — | — | $21K | 0.3% | |
| TA VANGUARD INTL VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 128 | Pooled Separate Account | — | — | $15K | 0.2% | |
| STATE STREET RUSSELL SM CAP GROW ID TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 172 | Pooled Separate Account | — | — | $12K | 0.1% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 417 | Pooled Separate Account | — | — | $1K | <0.1% | |
| STATE STEET PRTN SERIES WITH TA AGG TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 502 | Pooled Separate Account | — | — | $881 | <0.1% |
