MWGH LLC's EIN is 84-2411001.
Download the official 2023 Form 5500 (PDF) for MWGH LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)MWGH LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $2.4M | 16.1% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $2.3M | 15.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $2.2M | 14.7% | |
| NYLI WINSLOW LC GROWTH R6 | Registered Investment Companies | — | — | $1.5M | 9.6% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $1.2M | 8.2% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $1.2M | 8.0% | |
| MFS RESEARCH INTERNATIONAL R6 | Registered Investment Companies | — | — | $769K | 5.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $621K | 4.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $535K | 3.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $444K | 2.9% | |
| INV STABLE VALUE RETIRE FD 1 INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $405K | 2.7% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $297K | 2.0% | |
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $153K | 1.0% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $90K | 0.6% | |
| AMERFUNDS 2020 TARG DATERET R6 682 REGISTERED INVESTMENT COMPANY VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $82K | 0.5% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $79K | 0.5% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $78K | 0.5% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $70K | 0.5% | |
| VAN LS INCOME - INV | Registered Investment Companies | — | — | $67K | 0.4% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $66K | 0.4% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $62K | 0.4% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $62K | 0.4% | |
| MFS AGG GRTH ALLOC - R4 | Registered Investment Companies | — | — | $55K | 0.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $30K | 0.2% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $25K | 0.2% |
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 |
|---|---|---|---|---|---|
| FLAGEL HUBER FLAGEL | 31-0796034 | — | ACCOUNTANT | $12K | — |
