403(b) Thrift Plan For Cw Group, Inc.
Sponsored by Cw Resources, Inc. · EIN 222784283 · Plan #001
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 2,339
- With balances
- 1,405
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ccg Wealth Management, Llc CRD 296985 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Claims processing, Contract administrator | $82,365 |
| Ccr Wealth Management, Inc. | Investment advisory (participants), Investment management | $36,884 |
| Newport Trust Company | Trustee (institutional), Trustee (directed), Direct payment from the plan | $5,533 |