How big is MBTW, HQ's plan?

MBTW, HQ's plan reported $64K in assets and 68 participants for 2024.

Original filing (PDF)20250721094953NAL0001005953001

MBTW, HQ

Name: MBTW, HQ — MBTW, LLC 401(k) Plan, Form 5500 (2024)
Creator: MBTW, HQ
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MBTW, LLC 401(k) Plan

401(k) retirement plan · MBTW, HQ's MBTW, LLC 401(k) Plan held $64K in plan assets for 68 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$64K

Net assets (EOY)

$64K

People on this filing

Marcus Bowie signed MBTW, HQ's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

MBTW, HQ's EIN is 88-3961637.

EIN 88-3961637

Plan number 001

Plan year 2024

ACK ID 20250721094953NAL0001005953001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MBTW, HQ from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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. 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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MBTW, HQ

EIN

all filings

Address

60 COMMERCE ST · SUITE 520 · MONTGOMERY, AL · 36104

Phone

(704) 294-1697

Industry

Retail Trade

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

2025-07-21

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)

Small plans don't disclose service providers

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