2023 Form 5500 filing — Freedomrewards 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010180540NAL0020661921001) for Freedomrewards 401(K) Plan, reported by Cwgs Group, LLC under EIN 46-3759013 and plan number 001. It reports 17,435 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010180540NAL0020661921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cwgs Group, LLC
- EIN
- 46-3759013
- Plan number
- 001
- Location
- Lincolnshire, IL
- Participants
- 17,435
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $297,953,433
- Net assets (EOY)
- $297,953,433
- Employer contributions
- $2,759,023
- Participant contributions
- $49,534,370
- Total income / additions
- $100,387,779
- Benefits paid
- $44,727,031
- Administrative expenses
- $1,146,499
- Total expenses
- $45,874,122
- Net increase / (decrease)
- $54,513,657
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $984,304 | $0 |
| Seyfarth Shaw Llp | LEGAL | $64,020 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $39,750 | not reported in the loaded dataset |
| Crowe Llp | AUDITOR | $30,975 | not reported in the loaded dataset |
| Curcio Webb | INVESTMENT ADVISOR | $30,915 | not reported in the loaded dataset |
| Charles Schwab & Co. Inc. | SECURITIES BROKER | $246 | $0 |