How big is CWP Financial LLC's plan?

CWP Financial LLC's plan reported $168K in assets and 3 participants for 2024.

Original filing (PDF)20250701061207NAL0030169138001

CWP Financial LLC

Name: CWP Financial LLC — Canton Wealth Partners LLC, Form 5500 (2024)
Creator: CWP Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Canton Wealth Partners LLC

401(k) retirement plan · CWP Financial LLC's Canton Wealth Partners LLC held $168K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

People on this filing

Shirley Horner signed CWP Financial LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

CWP Financial LLC's EIN is 88-4153494.

EIN 88-4153494

Plan number 001

Plan year 2024

ACK ID 20250701061207NAL0030169138001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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