Plan Ledger DOL Form 5500 · updated monthly

Mwd Management, LLC401(k)

MWD MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST · BRENTWOOD, TN · plan year 2024

Reported admin expense ratio · 2024
0.37%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Mwd Management, LLC reported $159,331 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $1,574 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.34% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 295th-largest of 1,496 plans among Tennessee employers on file, and the 1,960th of 11,911 in health care & social assistance. In 2024, employees put in $3.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$47,300,788
Participants with balances497
Active participants682
Employer contributions$1,073,441
Employee contributions$3,411,014
Employer contribution per active participant$1,574
Average account balance$95,173
Benefits paid to participants$2,784,384
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$47.3M · 497 accts · $1.1M emplr
2023$39.4M · 457 accts · $200K emplr
2022$30.6M · 402 accts · $790K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$159,331
Total administrative$159,331
The Mwd Management, LLC 401(k) match · 2024
Employer contribution per active participant$1,574
Median for plans this size$2,416
2024$1,574 per active participant
2023$290 per active participant
2022$1,186 per active participant

Mwd Management, LLC's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
KESTRA ADVISORY SERVICES · Investment advisory (plan)$86,881
LBMC,PC · Accounting / audit$13,650

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$159,331 · 0.37%
2023$147,877 · 0.42%
2022$103,277 · 0.34%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
Monroe Operations, LLC TN$51.3M · 0.78%
American Physician Partners TN$49.8M · 0.33%
Aegis Sciences Corporation TN$47.7M · 0.01%
Scri Holdings, LLC TN$44.5M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813740124 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.