Plan Snapshot
- Plan Sponsor: Capitalworks, LLC Dba Cw Industrial Partners, LLC
- Sponsor EIN: 341886468
- Sponsor Address: 1100 SUPERIOR AVE STE 1725, CLEVELAND, OH, 44114
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $3.7M | $69,786 | $158,517 |
| 2023 | 10 | $3.7M | $84,998 | $207,556 |
| 2022 | 8 | $3.3M | $93,695 | $196,533 |