How big is Community Wealth Advisors, LLC's plan?

Community Wealth Advisors, LLC's plan reported $117K in assets and 3 participants for 2024.

Original filing (PDF)20250711145631NAL0017609714001

Community Wealth Advisors, LLC

Name: Community Wealth Advisors, LLC — CWA 401(k) Plan, Form 5500 (2024)
Creator: Community Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CWA 401(k) Plan

401(k) retirement plan · Community Wealth Advisors, LLC's CWA 401(k) Plan held $117K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$117K

Net assets (EOY)

$117K

Plan identifiers

Community Wealth Advisors, LLC's EIN is 85-0844470.

EIN 85-0844470

Plan number 001

Plan year 2024

ACK ID 20250711145631NAL0017609714001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Community Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Helping the score