Original filing (PDF)20250701105459NAL0018394752001

MWGH LLC

Name: MWGH LLC — THE METALWORKING GROUP 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: MWGH LLC

Form 5500

FILING_RECEIVED

THE METALWORKING GROUP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

100

Accounts w/ balance

158

Plan assets (EOY)

$15.1M

Net assets (EOY)

$15.1M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MWGH LLC.

Plan sponsor

Name

MWGH LLC

EIN

84-2411001

Address

9070 PIPPIN ROAD · CINCINNATI, OH · 45251

Phone

(513) 521-4114

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$28K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH	13-5674085	—	INVESTMENT ADVISOR	$21K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $405K(3% 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.

Investment	Type	Current value	% of plan
INV STABLE VALUE RETIRE FD 1 INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001	Common Collective Trust	$405K	2.7%

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