Cwag LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cwag LLC
  • Sponsor EIN: 821153102
  • Sponsor Address: 7617 MINERAL POINT RD STE 200, MADISON, WI, 537171623
  • Plan Type: 401(k)
  • Total Participants: 23
  • Total Assets: $2.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202423$2.0M$74,911$163,994
202323$1.7M$75,209$194,223
202226$1.3M$71,811$195,769

Similar Plans