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Original filing (PDF)20251010131528NAL0018651026001
HWG LLP
Form 5500
FILING_RECEIVED
HWG LLP 401(K) PLAN
401(k) retirement plan
Active participants
72
Accounts w/ balance
149
Plan assets (EOY)
$72.2M
Net assets (EOY)
$72.2M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HWG LLP.
Plan sponsor
Name
HWG LLP
EIN
52-2074718
Address
1919 M STREET NW EIGHTH FLOOR · WASHINGTON, DC · 20036
Phone
(202) 730-1300
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CST GROUP,CPAS, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $8K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCWAB & CO., INC. | 94-1737782 | — | BROKERAGE FEES | $269 | — |
Investments
37 direct securities · 1 pooled fund· $72.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$72.0M
37 holdings
Common Collective Trust
$68K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Large-Cap Index Adm Fund | — | — | — | $8.7M | 12.0% | |
| American Funds American Funds Growth Fund of America | — | — | — | $5.8M | 8.1% | |
| Vanguard Mid-Cap Index Adm Fund | — | — | — | $5.1M | 7.0% | |
| American Funds American Funds - 2050 Target Fund | — | — | — | $4.6M | 6.4% | |
| American Funds American Funds - 2040 Target Fund | — | — | — | $4.4M | 6.0% | |
| Vanguard FTSE All World Ex US Index Adm Fund | — | — | — | $4.1M | 5.6% | |
| American Funds American Funds - 2045 Target Fund | — | — | — | $3.6M | 5.0% | |
| American Funds American Funds Investment Co of America | — | — | — | $3.2M | 4.4% | |
| Janus Henderson Janus Henderson Enterprise Fund | — | — | — | $2.6M | 3.5% | |
| Vanguard Small-Cap Index Adm Fund | — | — | — | $2.4M | 3.4% | |
| American Funds American Funds Bond Fund of America | — | — | — | $2.3M | 3.2% | |
| Charles Schwab SDB | — | — | — | $2.3M | 3.2% | |
| American Funds American Funds - 2035 Target Fund | — | — | — | $2.2M | 3.0% | |
| American Funds American Funds New World Fund | — | — | — | $2.1M | 3.0% | |
| JP Morgan Asset JP Morgan Small-Cap Value Fund R6 | — | — | — | $2.0M | 2.8% | |
| Management * American Funds American Funds Fundamental Investors Fund | — | — | — | $2.0M | 2.8% | |
| American Funds American Funds Europacific Fund | — | — | — | $1.7M | 2.4% | |
| American Funds American Funds Income Fund of America | — | — | — | $1.3M | 1.7% | |
| American Funds American Funds - 2055 Target Fund | — | — | — | $1.2M | 1.7% | |
| American Funds American Funds - 2060 Target Fund | — | — | — | $1.1M | 1.6% | |
| Vanguard Mid-Cap Value Adm Fund | — | — | — | $1.1M | 1.5% | |
| Franklin Templeton Franklin Small-Cap Growth Fund | — | — | — | $1.1M | 1.5% | |
| Hartford Funds Hartford Core Equity Fund | — | — | — | $1.0M | 1.4% | |
| American Funds American Funds - 2025 Target Fund | — | — | — | $966K | 1.3% | |
| American Funds American Funds Small-Cap World Fund | — | — | — | $904K | 1.3% | |
| American Funds American Funds US Governmental Sec Fund | — | — | — | $774K | 1.1% | |
| American Funds American Funds US Govt Money Market Fund | — | — | — | $735K | 1.0% | |
| JP Morgan Asset JP Morgan Equity Income Fund R6 | — | — | — | $617K | 0.9% | |
| Management Janus Henderson Janus Henderson Triton N Fund | — | — | — | $497K | 0.7% | |
| American Funds American Funds - 2065 Target Fund | — | — | — | $474K | 0.7% | |
| Vanguard Interm-Term Bond Index Fund | — | — | — | $463K | 0.6% | |
| American Funds American Funds - 2010 Target Fund | — | — | — | $263K | 0.4% | |
| American Funds American Funds - 2030 Target Fund | — | — | — | $208K | 0.3% | |
| American Funds American Funds Capital World Fund | — | — | — | $147K | 0.2% | |
| Charles Schwab SDB Roth | — | — | — | $126K | 0.2% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST COMPANY · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $68K | <0.1% | |
| American Funds American Funds - 2070 Target Fund | — | — | — | $5K | <0.1% | |
| American Funds American Funds - 2020 Target Fund | — | — | — | $1K | <0.1% |
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