How big is RWS Financial Group's plan?

RWS Financial Group's plan reported $1.4M in assets and 24 participants for 2024.

Original filing (PDF)20250721155840NAL0001718001001

RWS Financial Group

Name: RWS Financial Group — RWS Safe Harbor 401(k) &, Form 5500 (2024)
Creator: RWS Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RWS Safe Harbor 401(k) & Profit Sharing Plan

401(k) retirement plan · RWS Financial Group's RWS Safe Harbor 401(k) & Profit Sharing Plan held $1.4M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

RWS Financial Group's EIN is 20-1516857.

EIN 20-1516857

Plan number 001

Plan year 2024

ACK ID 20250721155840NAL0001718001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for RWS Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

RWS Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RWS FINANCIAL GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score