Original filing (PDF)20251015142738NAL0004833105001

CWI GIFTS

Name: CWI GIFTS — CWI GIFTS 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CWI GIFTS

Form 5500

FILING_RECEIVED

CWI GIFTS 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

110

Accounts w/ balance

130

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

How this plan invests

This plan

14 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

100

/ 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

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CWI GIFTS.

Plan sponsor

Name

CWI GIFTS

EIN

31-1000992

Address

4600 S HAMILTON ROAD · GROVEPORT, OH · 43125

Phone

(614) 567-6616

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
DECIMAL, INC.	—	SAN FRANCISCO, CA	THIRD PARTY RECORDKEEPER	$10K	—

Investments

14 direct securities· $3.6M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity 500 Index Fund	—	—	—	$612K	16.9%
Fidelity International Index Fund	—	—	—	$488K	13.5%
Vanguard Value Index Fund	—	—	—	$407K	11.3%
DFA U.S. Large Company Portfolio	—	—	—	$395K	10.9%

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