Plan Snapshot
- Plan Sponsor: Cw Resources, INC.
- Sponsor EIN: 060806499
- Sponsor Address: 1528 SOUTH EL CAMINO REAL, STE 407, SAN MATEO, CA, 94402
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 1,475
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,475 | $2.3M | $0 | $0 |
| 2024 | 1,505 | $3.3M | $8.6M | $76,794 |
| 2023 | 1,401 | $3.2M | $7.8M | $75,960 |
| 2022 | 1,200 | $3.0M | $6.6M | $63,885 |
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 |
|---|---|---|---|---|
| FCE BENEFIT ADMINISTRATORS, INC. | Other Service Provider | $1,327,899 | $441,954 | $1,769,853 |
| SCHUSTER DRISCOLL | Recordkeeper | $315,305 | — | $315,305 |
| CIGNA | Other Service Provider | $230,328 | — | $230,328 |
| TRUST MANAGEMENT SERVICES | Other Service Provider | $94,295 | — | $94,295 |
| FCE FINANCIAL SERVICES, INC. | Other Service Provider | $60,560 | — | $60,560 |
| UNITED WORKERS WELLNESS | Other Service Provider | $46,566 | — | $46,566 |
| FIRST HEALTH INC. | Other Service Provider | $36,659 | — | $36,659 |
| CLIFTONLARSONALLEN LLP | Other Service Provider | $35,910 | — | $35,910 |
| GLOBAL CARE | Other Service Provider | $33,448 | — | $33,448 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,622,924
- Estimated Expense Ratio: 112.152% 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 |
|---|---|---|---|---|---|
| 2025 | $9,994,982 | — | $1,703,764 | $35,910 | — |
| 2024 | $1,801,681 | — | $1,654,954 | $34,335 | — |
| 2023 | $1,767,929 | — | $1,636,012 | $31,832 | — |
| 2022 | $1,815,893 | $46,193 | $1,647,550 | — | $32,288 |