How big is CWC & Associates, LLC DBA's plan?

CWC & Associates, LLC DBA's plan reported $52K in assets and 3 participants for 2024.

Original filing (PDF)20250620162208NAL0002418819001

CWC & Associates, LLC DBA

Name: CWC & Associates, LLC DBA — CWC & Associates 401(k), Form 5500 (2024)
Creator: CWC & Associates, LLC DBA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CWC & Associates 401(k) Plan

401(k) retirement plan · CWC & Associates, LLC DBA's CWC & Associates 401(k) Plan held $52K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$52K

Net assets (EOY)

$52K

People on this filing

James Carrick signed CWC & Associates, LLC DBA's 2024 Form 5500 as plan administrator.

James Carrick — 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

CWC & Associates, LLC DBA's EIN is 46-4119833.

EIN 46-4119833

Plan number 001

Plan year 2024

ACK ID 20250620162208NAL0002418819001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CWC & Associates, LLC DBA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CWC & Associates, LLC DBA's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CWC & ASSOCIATES, LLC DBA.

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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