Cws Savings Plan (401(k))
Sponsored by Cws Capital Partners Llc · EIN 330787121 · Plan #003
- Total assets
- $48.9M
- Net assets
- $48.9M
- Active participants
- 1,001
- With balances
- 1,283
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rps Retirement Plan Advisors CRD 319220 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $114,821 |
| Rps Retirement Plan Advisors Llc | Investment advisory (plan) | $40,000 |
| Retirement Plan Fiduciaries | Other services | $19,429 |
| Peggy S. Edge, Cpa, Llc | Accounting | $9,000 |