Plan Snapshot
- Plan Sponsor: Cwr Industries, INC.
- Sponsor EIN: 911833279
- Sponsor Address: PERSONAL AND CONFIDENTIAL 175 ENTER, GALT, CA, 95632
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $12.6M
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. |
|---|---|---|---|---|
| 2024 | 150 | $12.6M | $615,725 | $806,167 |
| 2023 | 148 | $11.0M | $534,982 | $755,516 |
| 2022 | 151 | $9.3M | $520,137 | $748,522 |
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 |
|---|---|---|---|---|
| SCHWARTZ PLATZ & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWARTZ PLATZ & ASSOCIATES — 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 |
|---|---|---|---|---|---|
| 2024 | $3,961 | — | — | — | — |
| 2023 | $2,416 | — | — | — | — |
| 2022 | $2,812 | — | $2,812 | — | — |