How big is CW & Co LLC's plan?

CW & Co LLC's plan reported $531K in assets and 2 participants for 2025.

Original filing (PDF)20260522141039NAL0003302369001

CW & Co LLC

Name: CW & Co LLC — CW & Co LLC 401(k), Form 5500 (2025)
Creator: CW & Co LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CW & Co LLC 401(k)

401(k) retirement plan · CW & Co LLC's CW & Co LLC 401(k) held $531K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$531K

Net assets (EOY)

$531K

People on this filing

Carolyn GILL signed CW & Co LLC's 2025 Form 5500 as plan administrator.

Carolyn GILL — 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

CW & Co LLC's EIN is 33-1206476.

EIN 33-1206476

Plan number 001

Plan year 2025

ACK ID 20260522141039NAL0003302369001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CW & Co LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

CW & CO LLC

EIN

all filings

Address

19 WINDERMERE DRIVE · SAG HARBOR, NY · 11963

Phone

(203) 913-0323

Industry

Professional & Technical Services

Plan administrator