Cwt 401(k) Plan
Sponsored by Cwt Us, Llc · EIN 411880007 · Plan #001
- Total assets
- $391M
- Net assets
- $391M
- Active participants
- 2,126
- With balances
- 3,876
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $202,817 |
| Aon Consulting, Inc | Investment management, Direct payment from the plan | $25,000 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $17,850 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $699 |