Plan Snapshot
- Plan Sponsor: Cws Capital Partners LLC
- Sponsor EIN: 330787121
- Sponsor Address: 9606 N. MOPAC EXPRESSWAY, AUSTIN, TX, 78759
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 1,592
- Total Assets: $58.5M
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 | 1,592 | $58.5M | $0 | $0 |
| 2024 | 1,001 | $48.9M | $1.4M | $3.8M |
| 2023 | 777 | $42.4M | $1.4M | $3.6M |
| 2022 | 840 | $35.4M | $1.2M | $3.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $105,668 | — | $105,668 |
| RPS RETIREMENT PLAN ADVISORS LLC | Investment Advisor | $40,000 | — | $40,000 |
| RETIREMENT PLAN FIDUCIARIES | Recordkeeper | $20,012 | — | $20,012 |
| PEGGY S. EDGE, CPA, LLC | Auditor | $9,500 | — | $9,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $175,180
- Estimated Expense Ratio: 0.299% 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 | $4,889,438 | $40,000 | — | $9,500 | — |
| 2024 | $183,250 | $40,000 | — | $9,000 | — |
| 2023 | $175,907 | $40,000 | — | $8,500 | — |
| 2022 | $182,882 | — | — | — | — |