Plan Snapshot
- Plan Sponsor: Csw, INC.
- Sponsor EIN: 042226585
- Sponsor Address: 45 TYBURSKI ROAD, LUDLOW, MA, 010561249
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 111
- Total Assets: $14.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 111 | $14.8M | $135,623 | $593,778 |
| 2023 | 116 | $16.0M | $159,044 | $602,424 |
| 2022 | 117 | $13.0M | $145,258 | $550,202 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $25,000 | — | $25,000 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $21,271 | — | $21,271 |
| THE ANGELL PENSION GROUP, INC. | Other Service Provider | $4,600 | $10,000 | $14,600 |
| CSW INC | Other Service Provider | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,871
- Estimated Expense Ratio: 0.493% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $106,948 | — | — | — | — |
| 2023 | $59,577 | — | — | — | — |
| 2022 | $54,278 | — | — | — | — |