# Csw, INC. 401(k) Plan
Source: https://planprovider.pro/companies/csw-inc-042226585-002

> Csw, INC.'s 401(k) plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/csw-inc-042226585-002)

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