How big is CW Investments, LLC's plan?

CW Investments, LLC's plan reported $3.0M in assets and 25 participants for 2024.

Original filing (PDF)20250423085012NAL0005678417001

CW Investments, LLC

Name: CW Investments, LLC — CW Investments Retirement Plan, Form 5500 (2024)
Creator: CW Investments, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CW Investments Retirement Plan

401(k) retirement plan · CW Investments, LLC's CW Investments Retirement Plan held $3.0M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

James Snyder signed CW Investments, LLC's 2024 Form 5500 as plan administrator.

James Snyder — Plan Administrator — Form 5500 signer
Henry Walker — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CW Investments, LLC's EIN is 54-1351443.

EIN 54-1351443

Plan number 001

Plan year 2024

ACK ID 20250423085012NAL0005678417001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CW Investments, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Knocking points off