Back to filter
Original filing (PDF)20250917155900NAL0000534225001
CSWW, INC.
Form 5500
FILING_RECEIVED
CSWW, INC. 401(K) PLAN
401(k) retirement plan
Active participants
693
Accounts w/ balance
735
Plan assets (EOY)
$16.4M
Net assets (EOY)
$16.4M
How this plan invests
This plan
29 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CSWW, INC..
Plan sponsor
Name
CSWW, INC.
EIN
91-1850234
Address
5109 ALASKA TRAIL · PO BOX 6430 · GREAT FALLS, MT · 59406
Phone
(406) 761-6623
Industry
Farm Supplies Merchant Wholesalers· Wholesale Tradesee 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
2025-09-17
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2S · Automatic enrollment
2Y · Pension-linked emergency savings (PLESA)
Audit & trust (Schedule H)
Auditor
KCOE ISOM, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BOSTON, MA | RECORDKEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC(USA) | 95-2755361 | SANTA MONICA, CA | RIA IA | $3K | — |
Investments
29 pooled funds· $16.4M(100% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2035 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.4M | 14.3% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.3M | 13.9% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.9M | 11.9% | |
| NUVEEN LARGE-CAP GROWTH INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.6M | 9.5% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 6.6% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $984K | 6.0% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $974K | 5.9% | |
| MFS VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $930K | 5.7% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $780K | 4.8% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $481K | 2.9% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $434K | 2.6% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $379K | 2.3% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $355K | 2.2% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $338K | 2.1% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $266K | 1.6% | |
| UNDISCOVERED MGR BEHAVIORAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $217K | 1.3% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $193K | 1.2% | |
| PIMCO LONG DURATION TOTAL RTN JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $170K | 1.0% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $160K | 1.0% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $148K | 0.9% | |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $107K | 0.7% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $69K | 0.4% | |
| AMERICAN FUNDS 2015 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $43K | 0.3% | |
| JPMORGAN MIDCAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $41K | 0.3% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $36K | 0.2% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $27K | 0.2% | |
| AF US GOVERNMENT SECURITIES JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $26K | 0.2% | |
| PGIM GLOBAL TOTAL RETURN FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| AMERICAN FUNDS 2010 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% |
Related plans
Other plans using JOHN HANCOCK LIFE INSURANCE COMPANY
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
$8.3B
GLAXOSMITHKLINE LLC
GLAXOSMITHKLINE CASH BALANCE PENSION PLAN
$2.9B · 7,110 participants
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTAL
BUILDING SERVICE 32BJ SUPPLEMENTAL RETIREMENT SAVINGS PLAN
$2.3B · 89,128 participants
BOARD OF TRUSTEES, MEBA PENSION TRUST-DEFINED BENEFIT PLAN
MEBA PENSION TRUST-DEFINED BENEFIT PLAN
$927.6M · 2,436 participants
BOT OF BREWERY CONFERENCE/ANHEUSER BUSCH DEFINED BENEFIT PENSION PLAN
BREWERY CONFERENCE/ANHEUSER-BUSCH DEFINED BENEFIT PENSION PLAN
$522.2M · 729 participants
Similar-size Farm Supplies Merchant Wholesalers plans
CALAMCO
CALAMCO 401(K)/PROFIT SHARING PLAN
$16.9M · 43 participants
PHOENIX V LLC DBA BEI HAWAII
PHOENIX V LLC 401(K) RETIREMENT SAVINGS PLAN
$15.6M · 65 participants
WILLARD AGRI-SVC OF MT. AIRY, INC.
WILLARD COMPANIES PROFIT SHARING PLAN
$18.1M · 134 participants
ANDERSON HAY & GRAIN CO., INC.
ANDERSON GROUP 401(K) SAVINGS PLAN
$14.0M · 164 participants
NUWAY-K&H COOPERATIVE
NUWAY-K&H COOPERATIVE 401(K) PLAN
$18.8M · 142 participants
BOURDEAU BROTHERS, INC.
BOURDEAU BROTHERS, INC. 401(K) PLAN
$13.6M · 46 participants
Large plans in Montana
BILLINGS CLINIC
BILLINGS CLINIC 403B PLAN
$594.8M · 4,247 participants
D.A. DAVIDSON COMPANIES
D.A. DAVIDSON COMPANIES RETIREMENT SAVINGS AND PROFIT SHARING PLAN
$543.1M · 1,609 participants
GLACIER BANCORP, INC.
GLACIER BANCORP, INC. PROFIT SHARING AND 401(K) PLAN
$537.9M · 3,535 participants
NORTHWESTERN CORPORATION
NORTHWESTERN ENERGY 401(K) RETIREMENT SAVINGS PLAN
$512.8M · 1,590 participants
LOGAN HEALTH
LOGAN HEALTH RETIREMENT SAVINGS PLAN
$500.4M · 4,345 participants
FIRST INTERSTATE BANCSYSTEM, INC.
FIRST INTERSTATE BANCSYSTEM, INC. 401(K) PLAN
$481.7M · 3,478 participants