How big is CWI, Inc.'s plan?

CWI, Inc.'s plan reported $1.9M in assets and 23 participants for 2024.

Original filing (PDF)20250903080053NAL0014968209001

CWI, Inc.

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

Form 5500-SF

FILING_RECEIVED

CWI, Inc. 401(k) Plan

401(k) retirement plan · CWI, Inc.'s CWI, Inc. 401(k) Plan held $1.9M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

CWI, Inc.'s EIN is 36-4734960.

EIN 36-4734960

Plan number 001

Plan year 2024

ACK ID 20250903080053NAL0014968209001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CWI, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CWI, INC

EIN

all filings

Address

1827 COUNTY LINE ROAD · BARTO, PA · 19504

Phone

(610) 652-2211

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-09-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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