Original filing (PDF)20240415101007NAL0001287395001

CW RESOURCES, INC.

Name: CW RESOURCES, INC. — 403(B) THRIFT PLAN FOR CW RESOURCES, INC, Form 5500 (2022)
Creator: CW RESOURCES, INC.

Form 5500

FILING_RECEIVED

403(B) THRIFT PLAN FOR CW RESOURCES, INC

401(k) retirement plan

Active participants

2,205

Accounts w/ balance

1,292

Plan assets (EOY)

$16.4M

Net assets (EOY)

$16.4M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Knocking points off

73 bps in Schedule C fees — 151% above peer band of 29 bps.
59% balance-to-active ratio — below typical for a healthy 401(k).

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CW RESOURCES, INC..

Plan sponsor

Name

CW RESOURCES, INC.

EIN

06-0806499

Address

200 MYRTLE STREET · NEW BRITAIN, CT · 06053

Phone

(860) 229-7700

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-07-01

Tax period

2023-06-30

Filed

2024-04-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

COHNREZNICK, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$89K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CCR WEALTH MANAGEMENT, INC.	—	WESTBOROUGH, MA	ADVISOR	$30K	—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.