How big is Cleland Woolworth Capital Group LLC's plan?

Cleland Woolworth Capital Group LLC's plan reported $115K in assets and 6 participants for 2024.

Original filing (PDF)20250717153318NAL0000288243001

Cleland Woolworth Capital Group LLC

Name: Cleland Woolworth Capital Group LLC — Cleland Woolwo, Form 5500 (2024)
Creator: Cleland Woolworth Capital Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cleland Woolworth Capital Group 401(k) Plan

401(k) retirement plan · Cleland Woolworth Capital Group LLC's Cleland Woolworth Capital Group 401(k) Plan held $115K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$115K

Net assets (EOY)

$115K

People on this filing

Marcus Bowie signed Cleland Woolworth Capital Group LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Cleland Woolworth Capital Group LLC's EIN is 93-1291657.

EIN 93-1291657

Plan number 001

Plan year 2024

ACK ID 20250717153318NAL0000288243001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cleland Woolworth Capital Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cleland Woolworth Capital Group 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 CLELAND WOOLWORTH CAPITAL GROUP 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