# Cwie Holding Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cwie-holding-company-inc-860975457-001

> 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)

- **Plan Number:** 001

- **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|

| ENVESTNET RETIREMENT SOLUTIONS, LLC|Other Service Provider|$6,465|—|$6,465|

| EMPOWER ADVISORY GROUP, LLC|Investment Advisor|$6,265|—|$6,265|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,730

- **Estimated Expense Ratio:** 0.068% 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|$652,575|—|$9,050|—|—|

| 2024|$5,163|—|$5,163|—|—|

| 2023|$3,584|—|$3,584|—|—|

| 2022|$2,680|—|$2,680|—|—|

## Similar Plans

- [Pinnacle West Capital Corporation](https://planprovider.pro/companies/pinnacle-west-capital-corporation-401k-plan) — 8,364 participants

- [Pinnacle West Capital Corporation](https://planprovider.pro/companies/pinnacle-west-capital-corporation-860512431-504) — 6,385 participants

- [Pinnacle West Capital Corporation](https://planprovider.pro/companies/pinnacle-west-capital-corporation-plan-001) — 6,307 participants

- [The Sundt Companies, INC.](https://planprovider.pro/companies/the-sundt-companies-inc-401k-plan) — 3,841 participants

- [The Sundt Companies, INC.](https://planprovider.pro/companies/the-sundt-companies-inc-plan-001) — 2,399 participants

- [Viad Corp](https://planprovider.pro/companies/viad-corp-401k-plan) — 2,398 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cwie-holding-company-inc-860975457-001)

© 2026 PlanProvider.Pro