How big is CWS Financial Advisors LLC's plan?

CWS Financial Advisors LLC's plan reported $4.2M in assets and 11 participants for 2025.

Original filing (PDF)20260225095345NAL0005395059001

CWS Financial Advisors LLC

Name: CWS Financial Advisors LLC — CWS Financial Advisors, Form 5500 (2025)
Creator: CWS Financial Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CWS Financial Advisors LLC 401(k) Retirement Plan

401(k) retirement plan · CWS Financial Advisors LLC's CWS Financial Advisors LLC 401(k) Retirement Plan held $4.2M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

CORY Wietfeldt signed CWS Financial Advisors LLC's 2025 Form 5500 as plan administrator.

CORY Wietfeldt — 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

CWS Financial Advisors LLC's EIN is 46-4489410.

EIN 46-4489410

Plan number 001

Plan year 2025

ACK ID 20260225095345NAL0005395059001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CWS Financial Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CWS Financial Advisors LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 CWS FINANCIAL ADVISORS 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