How big is GW Financial, LLC's plan?

GW Financial, LLC's plan reported $1.9M in assets and 5 participants for 2025.

Original filing (PDF)20260331084932NAL0010307665001

GW Financial, LLC

Name: GW Financial, LLC — GW Financial Retirement Savings, Form 5500 (2025)
Creator: GW Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GW Financial Retirement Savings Plan

401(k) retirement plan · GW Financial, LLC's GW Financial Retirement Savings Plan held $1.9M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

John Waters signed GW Financial, LLC's 2025 Form 5500 as plan administrator.

John Waters — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

GW Financial, LLC's EIN is 26-0624457.

EIN 26-0624457

Plan number 001

Plan year 2025

ACK ID 20260331084932NAL0010307665001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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