AUMdb

M & W Distribution Services, Inc. Tax Favored Savings Trust

Sponsored by M & W Distribution Services, Inc. · EIN 581164068 · Plan #001 · Atlanta, GA

Total assets
$8.3M
Net assets
$8.3M
Active participants
105
With balances
162

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Futureplan By Ascensus Recordkeeping, Participant loan processing, Recordkeeping fees $6,220
Transamerica Financial Life Ins Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $4,410