How big is CWI Logistics Inc.'s plan?

CWI Logistics Inc.'s plan reported $2.0M in assets and 118 participants for 2024.

Original filing (PDF)20250703092319NAL0000834560001

CWI Logistics Inc.

Name: CWI Logistics Inc. — CWI Retirement Trust, Form 5500 (2024)
Creator: CWI Logistics Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CWI Retirement Trust

401(k) retirement plan · CWI Logistics Inc.'s CWI Retirement Trust held $2.0M in plan assets for 118 participants in 2024.

Active participants

118

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Shirley Horner signed CWI Logistics Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

CWI Logistics Inc.'s EIN is 59-1145652.

EIN 59-1145652

Plan number 001

Plan year 2024

ACK ID 20250703092319NAL0000834560001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CWI Logistics Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CWI Logistics Inc.'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 CWI LOGISTICS INC..

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score