Original filing (PDF)20260319120342NAL0003973713001

CW RESOURCES, INC.

Name: CW RESOURCES, INC. — 403(B) THRIFT PLAN FOR CW GROUP, INC., Form 5500 (2024)
Creator: CW RESOURCES, INC.

Form 5500

FILING_RECEIVED

403(B) THRIFT PLAN FOR CW GROUP, INC.

403(b) retirement plan

Signals · 1

Late participant contributions

Active participants

2,339

Accounts w/ balance

1,405

Plan assets (EOY)

$20.7M

Net assets (EOY)

$20.7M

How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade D

Below-average — multiple flags

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

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

Plan sponsor

Name

CW RESOURCES, INC.

EIN

22-2784283

Address

200 MYRTLE STREET · NEW BRITAIN, CT · 060534160

Phone

(860) 229-7700

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-19

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$82K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CCR WEALTH MANAGEMENT, INC.	—	WESTBOROUGH, MA	ADVISOR	$37K	—

Trustee

Investments

31 direct securities· $20.6M(99% of reported assets)

Other securities

$16.9M

29 holdings

Mutual Funds

$3.3M

1 holding

Cash / Money Market

$422K

1 holding

					% of plan
American Funds 2025 Target Date Retirement	Mutual Funds	—	—	$3.3M	15.8%
American Funds 2050 Target Date Retirement	Other securities	—	—	$2.1M	10.4%
American Funds Growth Fund of America R6	Other securities	—	—	$2.0M	9.7%
American Funds 2035 Target Date Retirement	Other securities	—	—	$1.5M	7.5%
American Funds 2040 Target Date Retirement	Other securities	—	—	$1.5M	7.4%
John Hancock Bond Fund	Other securities	—	—	$1.4M	6.7%
American Funds 2030 Target Date Retirement	Other securities	—	—	$1.0M	4.9%
American Funds 2045 Target Date Retirement	Other securities	—	—	$912K	4.4%
JP Morgan Equity Income Fund	Other securities	—	—	$790K	3.8%
American Funds 2055 Target Date Retirement	Other securities	—	—	$644K	3.1%
American Funds 2020 Target Date Retirement	Other securities	—	—	$636K	3.1%
secured by participant account balance	Other securities	—	—	$495K	2.4%
American Funds 2060 Target Date Retirement	Other securities	—	—	$490K	2.4%
MFS Mid Cap Value Fund	Other securities	—	—	$430K	2.1%
Money market fund Vanguard Federal Money Market	Cash / Money Market	—	—	$422K	2.0%
Vanguard Mid Cap Index	Other securities	—	—	$400K	1.9%
AB Large Cap Growth Fund	Other securities	—	—	$391K	1.9%
American Funds American Balanced	Other securities	—	—	$359K	1.7%
Vanguard 500 Index	Other securities	—	—	$350K	1.7%
American Funds Capital World Growth & Income Fund R6	Other securities	—	—	$256K	1.2%
American Funds EuroPacific Growth Fund R6	Other securities	—	—	$245K	1.2%
American Funds 2065 Target Date Retirement	Other securities	—	—	$212K	1.0%
American Funds 2015 Target Date Retirement	Other securities	—	—	$209K	1.0%
Vanguard Equity Income Adm Fund	Other securities	—	—	$185K	0.9%
Blackrock High Yield Bond Fund	Other securities	—	—	$151K	0.7%
Vanguard Small Cap Index	Other securities	—	—	$34K	0.2%
Vanguard Total International Stock Index	Other securities	—	—	$28K	0.1%
American Funds 2010 Target Date Retirement	Other securities	—	—	$25K	0.1%
Fidelity Advisor Equity Growth Z	Other securities	—	—	$14K	<0.1%
Vanguard Total Bond Market Index	Other securities	—	—	$7K	<0.1%
AB Small Cap Growth	Other securities	—	—	$4K	<0.1%