# Cw Alexander Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cw-alexander-agency-inc-401k-plan

> Cw Alexander Agency, INC.'s 401(k) plan: 3 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Cw Alexander Agency, INC.

- **Sponsor EIN:** 841876273

- **Sponsor Address:** 153 STONE CREEK DRIVE, MADISON, MS, 39110

- **Plan Type:** 401(k)

- **Total Participants:** 3

- **Total Assets:** $205,905

## 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.|

| 2025|3|$205,905|$2,734|$3,417|

| 2024|3|$156,239|$2,576|$3,218|

| 2023|2|$124,581|$2,640|$3,300|

| 2022|2|$90,510|$2,520|$3,150|

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