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RW ASSETS, INC. — ERW EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251010155834NAL0004392771001
RW ASSETS, INC.
Form 5500
FILING_RECEIVED
ERW EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding
100% employer stock
No recordkeeper disclosed
Active participants
395
Accounts w/ balance
392
Plan assets (EOY)
$21.1M
Net assets (EOY)
-$96.1M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RW ASSETS, INC.
.
Find decision makers
Plan sponsor
Name
RW ASSETS, INC.
EIN
84-2705463
Address
7524 JACK NEWELL BLVD S. · FORT WORTH, TX · 76118
Phone
(817) 330-3545
Industry
Construction
see 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
2I · Stock bonus
2P · Leveraged ESOP
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
CALVETTI FERGUSON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $16.1M
(76% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
RW Assets, Inc. 500,000 shares of common stock
—
—
$1.9M
$16.1M
76.0%
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100
Knocking points off
Top holding "RW Assets, Inc. 500,000 shares of common stock" is 100% of plan.
100% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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