How big is CW 753 LLC DBA Core Wealth Management's plan?

CW 753 LLC DBA Core Wealth Management's plan reported $578K in assets and 9 participants for 2025.

Original filing (PDF)20260218134106NAL0009803602001

CW 753 LLC DBA Core Wealth Management

Name: CW 753 LLC DBA Core Wealth Management — Core Wealth, Form 5500 (2025)
Creator: CW 753 LLC DBA Core Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Core Wealth Management 401(k) Plan

401(k) retirement plan · CW 753 LLC DBA Core Wealth Management's Core Wealth Management 401(k) Plan held $578K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$578K

Net assets (EOY)

$578K

Plan identifiers

CW 753 LLC DBA Core Wealth Management's EIN is 99-0734526.

EIN 99-0734526

Plan number 001

Plan year 2025

ACK ID 20260218134106NAL0009803602001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CW 753 LLC DBA Core Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CW 753 LLC DBA Core Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CW 753 LLC DBA CORE WEALTH MANAGEMENT.

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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