Cwt 401(K) Plan — Form 5500 plan (Cwt Us, LLC)
Plain-English plan 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, Cwt 401(K) Plan is a benefit plan reported by Cwt Us, LLC under EIN 41-1880007 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,642 participants and $389,177,180 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cwt Us, LLC
- EIN
- 41-1880007
- Plan number
- 001
- Plan type
- 2
- Location
- Minnetonka, MN
- Latest filing year
- 2023
- Participants
- 4,642
- End-of-year plan assets
- $389,177,180
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,642 | H, C | 20241003153014NAL0004969203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $389,177,180
- Net assets (EOY)
- $389,177,180
- Net assets (BOY)
- $356,708,840
Income & contributions
- Employer contributions
- $1,770,179
- Participant contributions
- $13,070,579
- Total contributions
- $16,013,707
- Total income / additions
- $74,837,085
Expenses & distributions
- Benefits paid
- $42,049,614
- Administrative expenses
- $318,161
- Total expenses
- $42,368,745
- Net increase / (decrease)
- $32,468,340
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $227,411 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Aon Hewitt Investment Consulti | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $15,750 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $3 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cwt Us, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minnetonka, MN
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Aon Consulting, Inc — Schedule C compensation
- Aon Hewitt Investment Consulti — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation