Plan Snapshot
- Plan Sponsor: Cwt Us, LLC
- Sponsor EIN: 411880007
- Sponsor Address: 701 CARLSON PARKWAY, MINNETONKA, MN, 55305
- Plan Type: 401(k)
- Total Participants: 2,126
- Total Assets: $391.2M
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 | 2,126 | $391.2M | $1.7M | $11.5M |
| 2023 | 2,325 | $389.2M | $1.8M | $13.1M |
| 2022 | 2,634 | $356.7M | $4.0M | $12.9M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $17,850 | — | $17,850 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,850
- Estimated Expense Ratio: 0.005% 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 | $245,792 | $25,050 | — | $17,850 | — |
| 2023 | $318,161 | $75,000 | $15,750 | — | — |
| 2022 | $234,918 | — | — | — | $9,965 |