Plan Snapshot
- Plan Sponsor: Cwgs Group, LLC
- Sponsor EIN: 463759013
- Sponsor Address: 250 PARKWAY DR STE 270, LINCOLNSHIRE, IL, 60069
- Plan Type: 401(k)
- Total Participants: 12,773
- Total Assets: $341.7M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 12,773 | $341.7M | -$109,089 | $49.5M |
| 2023 | 12,594 | $298.0M | $2.8M | $49.5M |
| 2022 | 12,540 | $243.4M | -$98 | $50.8M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | $31,500 | — | $31,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,500
- Estimated Expense Ratio: 0.009% 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 | $1,193,960 | $61,295 | — | $31,500 | — |
| 2023 | $1,146,499 | $71,116 | — | $30,975 | — |
| 2022 | $1,019,317 | $53,460 | — | — | $42,058 |