How big is GW Financial, Inc.'s plan?

GW Financial, Inc.'s plan reported $240K in assets and 4 participants for 2024.

Original filing (PDF)20250711082329NAL0009347168001

GW Financial, Inc.

Name: GW Financial, Inc. — GW Financial, Inc. 401(k) Plan, Form 5500 (2024)
Creator: GW Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GW Financial, Inc. 401(k) Plan

401(k) retirement plan · GW Financial, Inc.'s GW Financial, Inc. 401(k) Plan held $240K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$240K

Net assets (EOY)

$240K

Plan identifiers

GW Financial, Inc.'s EIN is 35-2736705.

EIN 35-2736705

Plan number 001

Plan year 2024

ACK ID 20250711082329NAL0009347168001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GW Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GW Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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, INC..

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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