Plan Snapshot
- Plan Sponsor: Cw Resources, INC.
- Sponsor EIN: 060806499
- Sponsor Address: 200 MYRTLE STREET, NEW BRITAIN, CT, 060534160
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 110
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 110 | $1.6M | $216,986 | $57,400 |
| 2023 | 105 | $1.3M | $215,489 | $79,635 |
| 2022 | 104 | $915,440 | $222,657 | $77,367 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | Recordkeeper | $2,468 | $14,232 | $16,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,700
- Estimated Expense Ratio: 1.060% 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 | $16,700 | $14,232 | $1,924 | — | — |
| 2023 | $15,408 | — | $3,423 | — | — |
| 2022 | $110,257 | — | — | — | — |