# Capitalworks, LLC Dba Cw Industrial Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/capitalworks-llc-dba-cw-industrial-partners-llc-401k-plan

> Capitalworks, LLC Dba Cw Industrial Partners, LLC's 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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