# Cwie Holding Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cwie-holding-company-inc-401k-plan

> Cwie Holding Company, INC.'s 401(k) plan: 164 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Cwie Holding Company, INC.

- **Sponsor EIN:** 860975457

- **Sponsor Address:** 2353 W. UNIVERSITY DRIVE, TEMPE, AZ, 85281

- **Plan Type:** 401(k)

- **Total Participants:** 164

- **Total Assets:** $18.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2025|164|$18.8M|$0|$0|

| 2024|5|$15.2M|$124,276|$1.1M|

| 2023|0|$11.8M|$127,464|$1.0M|

| 2022|131|$8.9M|$123,786|$902,549|

## 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|

| KIMBERLIN COMPANY, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KIMBERLIN COMPANY, PLLC](https://planprovider.pro/provider/kimberlin-company-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$9,050|—|$9,050|—|—|

| 2024|$5,163|—|$5,163|—|—|

| 2023|$3,584|—|$3,584|—|—|

| 2022|$2,680|—|$2,680|—|—|

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