Tom Carter signed CWS Capital Partners LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CWS Capital Partners LLC's EIN is 33-0787121.
Download the official 2024 Form 5500 (PDF) for CWS Capital Partners LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CWS Capital Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $115K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPS RETIREMENT PLAN ADVISORS LLC | 87-4358960 | — | ADVISOR | $40K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $8.1M | 16.5% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $6.2M | 12.7% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $5.0M | 10.1% | |
| VANG 500 INDEX ADM Mutual fund | Common Collective Trusts | — | — | $4.3M | 8.7% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $3.4M | 6.9% | |
| VANG GROWTH IDX ADM Mutual fund | Common Collective Trusts | — | — | $2.6M | 5.3% | |
| VANG DEV MKT IDX ADM Mutual fund | Common Collective Trusts | — | — | $2.2M | 4.4% | |
| CRLN R CORE BOND I Mutual fund | Other securities | — | — | $1.7M | 3.5% | |
| VANG VALUE IDX ADM Mutual fund | Common Collective Trusts | — | — | $1.5M | 3.1% | |
| MFS INTL EQUITY R6 Mutual fund ** 557 FLEXPATH CON 2065 R1 Collective investment trust ** 23 * Participant Loans Interest Rates: 4.25% -9.50% | Common Collective Trusts | — | — | $1.5M | 3.0% | |
| JPM INV GROWTH R6 Mutual fund | Other securities | — | — | $1.3M | 2.7% | |
| VANG SM CAP IDX ADM Mutual fund | Common Collective Trusts | — | — | $1.2M | 2.5% | |
| VANG MIDCAP IDX ADM Mutual fund | Common Collective Trusts | — | — | $1.1M | 2.3% | |
| ARTISAN HIGH INC IS Mutual fund | Common Stocks | — | — | $1.1M | 2.2% | |
| FLEXPATH MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $1.0M | 2.1% | |
| FID BALANCED K6 Mutual fund | Mutual Funds | — | — | $981K | 2.0% | |
| PIMCO STABLE INC 2 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $977K | 2.0% | |
| VANG SMCPVL IDX ADM Mutual fund | Common Collective Trusts | — | — | $937K | 1.9% | |
| VANG MDCPVAL IDX ADM Mutual fund | Common Collective Trusts | — | — | $750K | 1.5% | |
| VANG EM STK IDX ADM Mutual fund | Common Collective Trusts | — | — | $745K | 1.5% | |
| FKLN GLD&PRC MTL R6 Mutual fund | Other securities | — | — | $707K | 1.4% | |
| BR SYS MS INST Mutual fund | Other securities | — | — | $636K | 1.3% | |
| PIM INTL BD US$H I Mutual fund | Other securities | — | — | $368K | 0.8% | |
| LS LT GOVT & AGCY Y Mutual fund | Other securities | — | — | $192K | 0.4% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $152K | 0.3% | |
| FLEXPATH CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $97K | 0.2% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $74K | 0.2% | |
| FLEXPATH AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $57K | 0.1% | |
| DUFF PHELPS US REIT SEI TRUST COMPANY · EIN 81-3521990 / PN 002 | Common Collective Trust | — | — | $57K | 0.1% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $49K | <0.1% | |
| FLEXPATH AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $31K | <0.1% | |
| FLEXPATH CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $26K | <0.1% | |
| FLEXPATH CON 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $24 | <0.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN FIDUCIARIES | 90-0815510 | — | PLAN ADMINISTRATOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEGGY S. EDGE, CPA, LLC | 26-4527814 | — | ACCOUNTANT/AUDITOR | $9K | — |
