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Original filing (PDF)20260319120342NAL0003973713001
CW RESOURCES, INC.
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN FOR CW GROUP, INC.
403(b) retirement plan
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 (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- 60 bps in Schedule C fees — 108% above peer band of 29 bps.
- 60% balance-to-active ratio — below typical for a healthy 401(k).
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)
Auditor
COHNREZNICK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $82K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CCR WEALTH MANAGEMENT, INC. | — | WESTBOROUGH, MA | ADVISOR | $37K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $6K | — |
Investments
31 direct securities· $20.6M(99% of reported assets)
Uncategorized
$17.3M
30 holdings
Mutual Funds
$3.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2025 Target Date Retirement | Mutual Funds | — | — | $3.3M | 15.8% | |
| American Funds 2050 Target Date Retirement | — | — | — | $2.1M | 10.4% | |
| American Funds Growth Fund of America R6 | — | — | — | $2.0M | 9.7% | |
| American Funds 2035 Target Date Retirement | — | — | — | $1.5M | 7.5% | |
| American Funds 2040 Target Date Retirement | — | — | — | $1.5M | 7.4% | |
| John Hancock Bond Fund | — | — | — | $1.4M | 6.7% | |
| American Funds 2030 Target Date Retirement | — | — | — | $1.0M | 4.9% | |
| American Funds 2045 Target Date Retirement | — | — | — | $912K | 4.4% | |
| JP Morgan Equity Income Fund | — | — | — | $790K | 3.8% | |
| American Funds 2055 Target Date Retirement | — | — | — | $644K | 3.1% | |
| American Funds 2020 Target Date Retirement | — | — | — | $636K | 3.1% | |
| secured by participant account balance | — | — | — | $495K | 2.4% | |
| American Funds 2060 Target Date Retirement | — | — | — | $490K | 2.4% | |
| MFS Mid Cap Value Fund | — | — | — | $430K | 2.1% | |
| Money market fund Vanguard Federal Money Market | — | — | — | $422K | 2.0% | |
| Vanguard Mid Cap Index | — | — | — | $400K | 1.9% | |
| AB Large Cap Growth Fund | — | — | — | $391K | 1.9% | |
| American Funds American Balanced | — | — | — | $359K | 1.7% | |
| Vanguard 500 Index | — | — | — | $350K | 1.7% | |
| American Funds Capital World Growth & Income Fund R6 | — | — | — | $256K | 1.2% | |
| American Funds EuroPacific Growth Fund R6 | — | — | — | $245K | 1.2% | |
| American Funds 2065 Target Date Retirement | — | — | — | $212K | 1.0% | |
| American Funds 2015 Target Date Retirement | — | — | — | $209K | 1.0% | |
| Vanguard Equity Income Adm Fund | — | — | — | $185K | 0.9% | |
| Blackrock High Yield Bond Fund | — | — | — | $151K | 0.7% | |
| Vanguard Small Cap Index | — | — | — | $34K | 0.2% | |
| Vanguard Total International Stock Index | — | — | — | $28K | 0.1% | |
| American Funds 2010 Target Date Retirement | — | — | — | $25K | 0.1% | |
| Fidelity Advisor Equity Growth Z | — | — | — | $14K | <0.1% | |
| Vanguard Total Bond Market Index | — | — | — | $7K | <0.1% | |
| AB Small Cap Growth | — | — | — | $4K | <0.1% |
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