How big is CWB Group's plan?

CWB Group's plan reported $122K in assets and 1 participants for 2024.

Original filing (PDF)20250707223203NAL0004180257001

CWB Group

Name: CWB Group — CWB Group 401(k) Plan, Form 5500 (2024)
Creator: CWB Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CWB Group 401(k) Plan

401(k) retirement plan · CWB Group's CWB Group 401(k) Plan held $122K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$122K

Net assets (EOY)

$122K

People on this filing

Odessa Olinares signed CWB Group's 2024 Form 5500 as plan administrator.

Odessa Olinares — 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

CWB Group's EIN is 98-0136255.

EIN 98-0136255

Plan number 001

Plan year 2024

ACK ID 20250707223203NAL0004180257001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CWB Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

CWB GROUP

EIN

all filings

Address

—

Phone

(800) 844-6790

Industry

Professional & Technical Services

Plan administrator