How big is CSW Energy's plan?

CSW Energy's plan reported $293K in assets and 6 participants for 2024.

Original filing (PDF)20250716125032NAL0003214577001

CSW Energy

Name: CSW Energy — CSW Energy 401(k) Plan, Form 5500 (2024)
Creator: CSW Energy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CSW Energy 401(k) Plan

401(k) retirement plan · CSW Energy's CSW Energy 401(k) Plan held $293K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$293K

Net assets (EOY)

$293K

People on this filing

Chris Palmer signed CSW Energy's 2024 Form 5500 as plan administrator.

Chris Palmer — 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

CSW Energy's EIN is 82-2134770.

EIN 82-2134770

Plan number 001

Plan year 2024

ACK ID 20250716125032NAL0003214577001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CSW Energy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CSW ENERGY

EIN

all filings

Address

470 JAMES STREET · SUITE 007 · NEW HAVEN, CT · 06513

Phone

(845) 551-7881

Industry

Professional & Technical Services

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

2025-07-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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