CW Financial Services LLC (EIN 03-0433413) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $34.5M in plan assets and 250 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| CW Financial Services LLC Investment Plan | 001 | 148 | $34.5M |
| CW Financial Services Welfare Plan | 501 | 102 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
03-0433413 is the Employer Identification Number (EIN) CW Financial Services LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on District of Columbia EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
