# Cw Resources, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/cw-resources-inc-060806499-502

> Cw Resources, INC.'s Health & Welfare plan: 1,475 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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:** Health & Welfare

- **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|

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