Original filing (PDF)20241018140807NAL0032849025001

CWU, INC.

Name: CWU, INC. — CWU, INC. PLAN-002, Form 5500 (2023)
Creator: CWU, INC.

Form 5500

FILING_RECEIVED

CWU, INC. PLAN-002

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

CWU, INC.

EIN

26-0091642all filings

Address

5402 W. LAUREL STREET, SUITE 1B · TAMPA, FL · 33607

Phone

(727) 953-9817

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

FIRST PARTY ADMINISTRATOR, LLC

EIN

46-2023154

City

ATLANTA, GA

Phone

(678) 500-9551

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-07-31

Filed

2024-10-18

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
SEPARATE ACCOUNT SCAI JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000	Pooled Separate Account	$0	—

1–1 of 1

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