Original filing (PDF)20250411161758NAL0036434624001

CWIE HOLDING COMPANY, INC.

Name: CWIE HOLDING COMPANY, INC. — CWIE HOLDING COMPANY, INC. 401K PLAN, Form 5500 (2024)
Creator: CWIE HOLDING COMPANY, INC.

Form 5500

FILING_RECEIVED

CWIE HOLDING COMPANY, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

162

Plan assets (EOY)

$15.2M

Net assets (EOY)

$15.2M

How this plan invests

This plan

43 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade A

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CWIE HOLDING COMPANY, INC..

Plan sponsor

Name

CWIE HOLDING COMPANY, INC.

EIN

86-0975457

Address

2353 W. UNIVERSITY DRIVE · TEMPE, AZ · 85281

Phone

(480) 449-7786

Industry

Management of Companies / Holdingssee all

Plan administrator

Name

FINANCIAL FOCUS RETIREMENT SERVICES

EIN

47-5015396

City

CHANDLER, AZ

Phone

(480) 494-8992

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2S · Automatic enrollment

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	84-0467907	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$4K	—
GREAT-WEST LIFE & ANNUITY INSURANCE	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

43 pooled funds· $14.9M(98% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
NUVEEN LIFECYCLE INDEX 2045 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$1.8M	11.9%
VANGUARD 500 INDEX ADMIRAL GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$1.8M	11.6%
VANGUARD GROWTH INDEX ADM GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$1.7M	11.4%
NUVEEN LIFECYCLE INDEX 2035 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$1.5M	10.2%
NUVEEN LIFECYCLE INDEX 2040 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$835K	5.5%
NUVEEN LIFECYCLE INDEX 2050 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$829K	5.5%
NUVEEN LIFECYCLE INDEX 2030 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$736K	4.9%
NUVEEN LIFECYCLE INDEX 2055 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$547K	3.6%
VANGUARD MID-CAP GROWTH INDEX ADMIR GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$545K	3.6%
AMERICAN FUNDS EUROPACIFIC GR R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$455K	3.0%
VANGUARD BALANCED INDEX ADM GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$412K	2.7%
VANGUARD VALUE INDEX ADM GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$369K	2.4%
VANGUARD INTERM-TERM BOND INDEX ADM GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$344K	2.3%
VANGUARD MID CAP INDEX FUND - ADMIR GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$309K	2.0%
VANGUARD MID-CAP VALUE INDEX ADMIRA GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$306K	2.0%
NUVEEN LIFECYCLE INDEX 2025 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$280K	1.8%
VANGUARD SMALL CAP VALUE INDEX ADMI GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$264K	1.7%
VANGUARD DEVELOPED MARKETS INDEX AD GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$263K	1.7%
VANGUARD SMALL CAP GROWTH INDEX ADM GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$237K	1.6%
NUVEEN LIFECYCLE INDEX 2060 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$155K	1.0%
AMERICAN FUNDS NEW PERSPECTIVE R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$152K	1.0%
NUVEEN LIFECYCLE INDEX RETIREMENT I GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$130K	0.9%
VANGUARD EQUITY-INCOME ADM GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$128K	0.8%
VANGUARD EXPLORER ADM GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$126K	0.8%
KEY GUARANTEED PORTFOLIO FUND GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$110K	0.7%
NUVEEN SMALL CAP BLEND INDEX R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$96K	0.6%
DFA US LARGE COMPANY INSTL INDEX PO GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$75K	0.5%
AMERICAN FUNDS GROWTH FUND OF AMER GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$60K	0.4%
AMERICAN FUNDS BOND FUND OF AMER R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$44K	0.3%
DFA US TARGETED VALUE I GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$33K	0.2%
VANGUARD SELECTED VALUE INV GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$33K	0.2%
VANGUARD HIGH-YIELD CORPORATE ADM GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$32K	0.2%
VANGUARD SHORT-TERM CORP BD IDX ADM GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$31K	0.2%
DFA US SMALL CAP I GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$24K	0.2%
NUVEEN LIFECYCLE INDEX 2020 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$23K	0.2%
AMERICAN FUNDS AMERICAN BALANCED R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$22K	0.1%
ROYCE INTERNATIONAL PREMIER INSTL GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$19K	0.1%
MASSMUTUAL MID CAP GROWTH I GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$19K	0.1%
DFA U.S. CORE EQUITY 2 I GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$17K	0.1%
VANGUARD INFLATION-PROTECTED SECS A GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$16K	0.1%
VANGUARD SHORT-TERM INVESTMENT-GRAD GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$6K	<0.1%
VANGUARD LIFESTRATEGY CNSRV GR INV GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$2K	<0.1%
VANGUARD GNMA ADM GREAT-WEST LIFE & ANNUITY INSURANCE COMP · EIN 84-0467907 / PN 001	Pooled Separate Account	$0	<0.1%