What public Form 5500 filings show about the CW Financial Services LLC 401(k) plan — and how to find and check your own account.
CW Financial Services LLC (EIN 03-0433413) reports CW FINANCIAL SERVICES LLC INVESTMENT PLAN on its most recent Form 5500, with $34.5M in plan assets across 148 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full CW Financial Services LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CW Financial Services LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY.
