Cw Financial Services Llc Investment Plan
Sponsored by Cw Financial Services Llc · EIN 030433413 · Plan #001
- Total assets
- $34.5M
- Net assets
- $34.5M
- Active participants
- 148
- With balances
- 225
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $69,722 |
| Morgan Stanley | Investment advisory (plan) | $69,117 |