M & W Distribution Services 401(k) match, vesting and fees
What M & W Distribution Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Futureplan by Ascensus | Schedule C ↗ |
| Independent auditor | Long & Associates LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| M & W Distribution Services: employer contribution per participant | $1,826 | |
| Peer median | $1,076 |
| M & W Distribution Services: average balance | $51,206 | |
| Peer median | $31,804 |
| M & W Distribution Services: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.46% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $12.8M at the end of plan year 2021 to $8.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 168 | $8.3M | $296K | $1,826 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 140 | $6.8M | $256K | $1,828 | 0.18% | Not published | Form 5500 ↗ |
| 2022 | 122 | $6.6M | $240K | $1,966 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 163 | $12.8M | $227K | $1,392 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does M & W Distribution Services match 401(k) contributions?
The match terms for the M & W Distribution Services, Inc. Tax-Favored Savings Trust have not been published from its filing yet. The plan year 2024 filing reports $296K in employer contributions, about $1,826 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the M & W Distribution Services 401(k) match vested?
The vesting schedule for the M & W Distribution Services, Inc. Tax-Favored Savings Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the M & W Distribution Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Futureplan by Ascensus. The plan administrator is Futureplan Fiduciary Services LLC.
I left M & W Distribution Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Futureplan Fiduciary Services LLC, (855) 711-5283) or the recordkeeper, Futureplan by Ascensus. The M & W Distribution Services old 401(k) page lists the contacts from every plan filing. Find an old M & W Distribution Services 401(k)
Data from the public Form 5500 annual reports M & W Distribution Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with M & W Distribution Services. Not financial advice. Report a correction · Methodology