David Lefevre signed MWH, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MWH, LLC's EIN is 73-1733885.
Download the official 2024 Form 5500 (PDF) for MWH, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MWH, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| ASCENSUS HOLDING INC DBA FUTUREPLAN | — | SAN DIEGO, CA | CONTRACT ADMIN | $2K | — |
| EMPOWER ADIVSORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement Blend 2050 R6 Mutual Fund | Other securities | — | — | $284K | 17.0% | |
| JPMorgan SmartRetirement Blend 2045 R6 Mutual Fund | Other securities | — | — | $218K | 13.1% | |
| JPMorgan SmartRetirement Blend 2060 R6 Mutual Fund | Other securities | — | — | $201K | 12.0% | |
| JPMorgan SmartRetirement Blend 2055 R6 Mutual Fund | Other securities | — | — | $199K | 11.9% | |
| IShares S&P 500 Index K Mutual Fund | Common Collective Trusts | — | — | $193K | 11.5% | |
| Lord Abbett Short Duration Income R6 Mutual Fund ** 1 MFS Growth R6 Mutual Fund | Mutual Funds | — | — | $157K | 9.4% | |
| JPMorgan SmartRetirement Blend 2040 R6 Mutual Fund | Other securities | — | — | $88K | 5.3% | |
| JPMorgan SmartRetirement Blend 2035 R6 Mutual Fund | Other securities | — | — | $83K | 5.0% | |
| IShares MSCI Total International Index K Mutual Fund | Other securities | — | — | $76K | 4.6% | |
| IShares Russell Mid-Cap Index K Mutual Fund | Other securities | — | — | $29K | 1.7% | |
| IShares U.S. Aggregate Bond Index K Mutual Fund | Other securities | — | — | $28K | 1.7% | |
| IShares Russell 2000 Small-Cap Index K Mutual Fund | Common Collective Trusts | — | — | $22K | 1.3% | |
| Participant Loans to participants, bearing interest from 10.00% and 10.50% | Bonds / Notes | — | — | $15K | 0.9% | |
| MFS Moderate Allocation R4 Mutual Fund | Mutual Funds | — | — | $14K | 0.9% | |
| First Eagle Global I Mutual Fund | Other securities | — | — | $12K | 0.7% | |
| Key Guaranteed Portfolio Fund Fully Benefit-Responsive Investment Contract | Other securities | — | — | $9K | 0.6% | |
| DWS Enhanced Commodity Strategy R6 Mutual Fund | Other securities | — | — | $5K | 0.3% | |
| JPMorgan SmartRetirement Blend 2030 R6 Mutual Fund | Other securities | — | — | $5K | 0.3% | |
| Allspring Special Mid Cap Value R6 Mutual Fund ** 2 American Century Emerging Markets R6 Mutual Fund | Other securities | — | — | $5K | 0.3% | |
| Blackrock Inflation Protected Bond K Mutual Fund ** 960 Blackrock Total Return K Mutual Fund | Other securities | — | — | $4K | 0.3% | |
| JPMorgan US Equity R6 Mutual Fund | Other securities | — | — | $4K | 0.3% | |
| Invesco Real Estate R6 Mutual Fund | Mutual Funds | — | — | $4K | 0.2% | |
| JPMorgan SmartRetirement Blend 2025 R6 Mutual Fund | Other securities | — | — | $4K | 0.2% | |
| Pimco Income Instl Mutual Fund | Mutual Funds | — | — | $4K | 0.2% | |
| American Funds American Mutual R6 Mutual Fund | Mutual Funds | — | — | $3K | 0.2% | |
| Invesco Global R6 Mutual Fund | Mutual Funds | — | — | $2K | 0.1% | |
| Neuberger Berman Mid Cap Growth R6 Mutual Fund ** 253 PGIM High-Yield R6 Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $17K | — |
