How big is C & L Ward Bros. Co.'s plan?

C & L Ward Bros. Co.'s plan reported $4.4M in assets and 92 participants for 2024.

Original filing (PDF)20250709171514NAL0013479362001

C & L Ward Bros. Co.

Name: C & L Ward Bros. Co. — C&L Ward Bros., Co. 401(k), Form 5500 (2024)
Creator: C & L Ward Bros. Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

C&L Ward Bros., Co. 401(k) Plan

401(k) retirement plan · C & L Ward Bros. Co.'s C&L Ward Bros., Co. 401(k) Plan held $4.4M in plan assets for 92 participants in 2024.

Active participants

Accounts w/ balance

103

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Patrick Ward signed C & L Ward Bros. Co.'s 2024 Form 5500 as plan administrator.

Patrick Ward — 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

C & L Ward Bros. Co.'s EIN is 38-2289437.

EIN 38-2289437

Plan number 002

Plan year 2024

ACK ID 20250709171514NAL0013479362001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for C & L Ward Bros. Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Above-average plan

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