How big is CWE Investments' plan?

CWE Investments' plan reported $284K in assets and 2 participants for 2025.

Original filing (PDF)20260512115649NAL0008208080001

CWE Investments

Name: CWE Investments — CWE Investments Retirement Plan, Form 5500 (2025)
Creator: CWE Investments
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CWE Investments Retirement Plan

401(k) retirement plan · CWE Investments' CWE Investments Retirement Plan held $284K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$284K

Net assets (EOY)

$284K

People on this filing

Charles Worrell signed CWE Investments' 2025 Form 5500 as plan administrator.

Charles Worrell — 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

CWE Investments' EIN is 81-2605031.

EIN 81-2605031

Plan number 001

Plan year 2025

ACK ID 20260512115649NAL0008208080001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CWE Investments from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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