Freedomrewards 401(K) Plan — Form 5500 plan (Cwgs Group, 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, Freedomrewards 401(K) Plan is a benefit plan reported by Cwgs Group, LLC under EIN 46-3759013 and plan number 001. The latest loaded filing year is 2023. The filing reports 17,435 participants and $297,953,433 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cwgs Group, LLC
- EIN
- 46-3759013
- Plan number
- 001
- Plan type
- 2
- Location
- Lincolnshire, IL
- Latest filing year
- 2023
- Participants
- 17,435
- End-of-year plan assets
- $297,953,433
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,435 | H, C | 20241010180540NAL0020661921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $297,953,433
- Net assets (EOY)
- $297,953,433
- Net assets (BOY)
- $243,439,776
Income & contributions
- Employer contributions
- $2,759,023
- Participant contributions
- $49,534,370
- Total contributions
- $55,944,487
- Total income / additions
- $100,387,779
Expenses & distributions
- Benefits paid
- $44,727,031
- Administrative expenses
- $1,146,499
- Total expenses
- $45,874,122
- Net increase / (decrease)
- $54,513,657
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $984,304 | $0 | 2023 |
| Seyfarth Shaw Llp | LEGAL | $64,020 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $39,750 | not reported in the loaded dataset | 2023 |
| Crowe Llp | AUDITOR | $30,975 | not reported in the loaded dataset | 2023 |
| Curcio Webb | INVESTMENT ADVISOR | $30,915 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co. Inc. | SECURITIES BROKER | $246 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cwgs Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Lincolnshire, IL
- Transamerica Retirement Solutions — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Curcio Webb — Schedule C compensation
- Charles Schwab & Co. Inc. — Schedule C compensation