How big is Mountain West Brands, LLC's plan?

Mountain West Brands, LLC's plan reported $4.5M in assets and 800 participants for 2024.

Original filing (PDF)20251014111340NAL0001269459001

Mountain West Brands, LLC

Name: Mountain West Brands, LLC — 401(k) Profit Sharing, Form 5500 (2024)
Creator: Mountain West Brands, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

401(k) Profit Sharing Plan for Employees of Mountain West Brands, LLC

401(k) retirement plan · Mountain West Brands, LLC's 401(k) Profit Sharing Plan for Employees of Mountain West Brands, LLC held $4.5M in plan assets for 800 participants in 2024, with Mutual of America as recordkeeper.

Signals · 1

Late participant contributions

Active participants

800

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Alissa Frazier signed Mountain West Brands, LLC's 2024 Form 5500 as plan administrator.

Alissa Frazier — 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

Mountain West Brands, LLC's EIN is 83-2188650.

EIN 83-2188650

Plan number 001

Plan year 2024

ACK ID 20251014111340NAL0001269459001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mountain West Brands, LLC's plan includes 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 MOUNTAIN WEST BRANDS, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 69K (31% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Bottom-decile employer contributions per participant (8th percentile).

Helping the score

Below-peer total plan cost (91st percentile).

Plan sponsor

Name

MOUNTAIN WEST BRANDS, LLC

EIN

all filings

Address

744 E 400 S · SALT LAKE CITY, UT · 841022902

Phone

(801) 433-3663

Industry

Accommodation & Food Services

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

2025-10-14

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

EIDE BAILLY, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$2K	—

Investments

41 direct securities · 1 pooled fund· $8.9M(100% of reported assets)

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.

Pooled Separate Account

$4.3M

1 holding

Pooled Separate Accounts

$4.3M

38 holdings

Other securities

$249K

3 holdings

					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$4.3M	96.0%
Mutual of America Equity Index Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$952K	21.2%
Mutual of America 2035 Retirement Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$862K	19.2%
Mutual of America 2045 Retirement Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$417K	9.3%
Mutual of America 2030 Retirement Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$323K	7.2%
Fidelity VIP Contrafund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$270K	6.0%
Mutual of America 2040 Retirement Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$247K	5.5%
Interest Accumulation Account Total Guaranteed Interest Account N/A	Other securities	—	—	$181K	4.0%
Mutual of America Moderate Allocation Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$180K	4.0%
Vanguard VIF International Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$117K	2.6%
Fidelity VIP Equity Income Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$89K	2.0%
Mutual of America 2025 Retirement Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$84K	1.9%
Mutual of America Aggressive Allocation Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$80K	1.8%
Mutual of America 2060 Retirement Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$77K	1.7%
Vanguard VIF Diversified Value Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$72K	1.6%
Mutual of America Small-Cap Value Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$67K	1.5%
Mutual of America 2055 Retirement Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$56K	1.3%
Mutual of America Small-Cap Growth Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$55K	1.2%
(Yes/No) Not Corrected Outside VFCP in VFCP PTE 2002-51 Participant contributions transferred late to the Plan 2024 N	Other securities	—	—	$49K	1.1%
Mutual of America Mid-Cap Equity Index Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$43K	1.0%
Calvert Social Balanced Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$38K	0.9%
Mutual of America Bond Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$37K	0.8%
Mutual of America Money Market Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$29K	0.6%
Fidelity VIP Asset Manager Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$28K	0.6%
American Century VP Cap Apprec Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$22K	0.5%
2023 N	Other securities	—	—	$19K	0.4%
Vanguard VIF REIT Index Portfolio Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$19K	0.4%
Mutual of America 2065 Retirement Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$17K	0.4%
Mutual of America 2050 Retirement Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$17K	0.4%
Fidelity VIP Mid-Cap Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$15K	0.3%
Mutual of America Conservative Allocation Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$14K	0.3%
Mutual of America Retirement Income Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$12K	0.3%
Mutual of America Mid-Term Bond Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$11K	0.2%
Mutual of America All America Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$11K	0.2%
T. Rowe Price Blue Chip Growth Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$9K	0.2%
Mutual of America Small Cap Equity Index Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$9K	0.2%
Mutual of America 2015 Retirement Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$6K	0.1%
Mutual of America Mid-Cap Value Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$6K	0.1%
DWS Capital Growth VIP Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$3K	<0.1%
PIMCO VIT Real Return Institutional Portfolio Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$2K	<0.1%
Vanguard Variable Insurance Fund Total Bond M Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$2K	<0.1%
Mutual of America 2020 Retirement Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$2K	<0.1%