Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › CWM LLC
CWM LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $435,650
Assets of those plans
$325,628,307
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$435,650
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 9 |
| 16 | Consulting (general) | 1 |
| 50 | Direct payment from the plan | 1 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Helix Electric, Inc. 401(k) Savings Plan | Helix Electric | $179,176,326 | 3,343 | $180,104 |
| Dutton-lainson Company 401(k) Profit Sharing Plan | Dutton-lainson | $30,764,165 | 312 | $57,246 |
| L. O. Eye Care Employee Retirement Plan | L.O. Eye Care | $26,659,299 | 257 | $30,000 |
| Burd & Fletcher Company 401(k) Profit Sharing Plan | Burd & Fletcher | $25,215,425 | 257 | $5,480 |
| Disability Rights Texas 401(k) Plan | Disability Rights Texas | $21,419,307 | 245 | $38,748 |
| Turbine Controls, Inc. 401(k) Plan | Turbine Controls | $15,506,774 | 136 | $33,127 |
| Atlas Mechanical, Inc. 401(k)/profit Sharing Plan | Atlas Mechanical | $7,011,160 | 294 | $25,268 |
| Kendrick Paint & Body Shop, Inc. 401(k) Plan | Kendrick Paint & Body Shop | $5,785,865 | 214 | $18,636 |
| Prospera HCS Employee 401(k) Plan | Housing and Community Services Inc. D/B/A Prospera Housing Coummunity | $5,159,430 | 238 | $15,116 |
| Joe's Kansas City Bar-b-que, Inc. Employee Savings Trust | Joe's Kansas City Bar-b-que | $4,701,935 | 117 | $15,117 |
| Douglass Community Services, Inc. 401(k) Profit Sharing Plan | Douglass Community Services | $4,228,621 | 146 | $16,808 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.