How big is MWM Solutions Group LLC's plan?

MWM Solutions Group LLC's plan reported $54K in assets and 2 participants for 2024.

Original filing (PDF)20250710070709NAL0008357952001

MWM Solutions Group LLC

Name: MWM Solutions Group LLC — MWM Solutions Group, LLC, Form 5500 (2024)
Creator: MWM Solutions Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MWM Solutions Group, LLC 401(k) Plan

401(k) retirement plan · MWM Solutions Group LLC's MWM Solutions Group, LLC 401(k) Plan held $54K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$54K

Net assets (EOY)

$54K

People on this filing

Shirley Horner signed MWM Solutions Group LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

MWM Solutions Group LLC's EIN is 87-2910725.

EIN 87-2910725

Plan number 002

Plan year 2024

ACK ID 20250710070709NAL0008357952001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MWM Solutions Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MWM Solutions Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MWM SOLUTIONS GROUP LLC.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score