How big is CWF Financial, LLC's plan?

CWF Financial, LLC's plan reported $3.2M in assets and 2 participants for 2025.

Original filing (PDF)20260520154846NAL0002566208001

CWF Financial, LLC

Name: CWF Financial, LLC — CWF Financial, LLC 401(k) Plan, Form 5500 (2025)
Creator: CWF Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CWF Financial, LLC 401(k) Plan

401(k) retirement plan · CWF Financial, LLC's CWF Financial, LLC 401(k) Plan held $3.2M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

CWF Financial, LLC's EIN is 20-5361099.

EIN 20-5361099

Plan number 001

Plan year 2025

ACK ID 20260520154846NAL0002566208001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CWF Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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