Csw, Inc. 401(k) Profit Sharing Plan
Sponsored by Csw, Inc. · EIN 042226585 · Plan #002
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 111
- With balances
- 123
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $25,000 |
| Empower Annuity Insurance Company | Recordkeeping fees | $21,271 |
| Csw Inc | Other fees | $12,000 |
| The Angell Pension Group, Inc. | Contract administrator | $4,600 |