Plans listing this provider
29
0.05% of the 56,420 plans with Schedule H financials; 25 in 2023
Providers › CWM LLC
CWM LLC
- Service provider, as named on Schedule C
- EIN 274011107
- Plan year 2024
- Direct compensation reported $732,664
Assets of those plans
$27,859,471,417
0.36% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$732,664
86% 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) | 17 |
| 50 | Direct payment from the plan | 9 |
| 26 | Investment advisory (participants) | 7 |
| 99 | Other fees | 6 |
| 15 | Recordkeeping and information management | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 28 | Investment management | 1 |
| 33 | Securities brokerage | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $5,237 |
| Jetblue Airways Retirement Plan | Jetblue Airways | $5,447,050,378 | 26,861 | $8,202 |
| Netjets Aviation, Inc. 401(k) Retirement Plan | Netjets Aviation | $2,464,050,640 | 4,511 | $6,085 |
| Duly Health and Care 401(k) Plan | Midwest Physician Administrative Services LLC D/B/A Duly Health | $1,142,571,831 | 8,602 | $64,774 |
| Schneider National, Inc. 401(k) Savings and Retirement Plan | Schneider National | $893,375,966 | 11,356 | $28,833 |
| Prevea Clinic, Inc. 401(k) and Retirement Plan | Prevea Clinic | $491,684,640 | 2,757 | $51,920 |
| Mary Lanning Memorial Hospital Association 401(k) Plan | Mary Lanning Memorial Hospital Association | $130,851,187 | 1,274 | $0 |
| Radiology Consultants of Iowa, PLC 401k Plan | Radiology Consultants of Iowa | $62,933,202 | 121 | $21,072 |
| PCX Aerostructures LLC 401(k) Plan | PCX Aerostructures | $61,778,753 | 699 | $48,875 |
| Bemis Associates, Inc. Employee Deferred Savings Plan | Bemis Associates | $56,967,590 | 274 | $21,067 |
| L/P Insurance Services 401k Plan | L/P Insurance Services | $33,599,428 | 261 | $61,125 |
| The Lanier Law Firm, P.C. 401(k) Plan | Lanier Law Firm | $32,563,356 | 221 | $0 |
| T-L Irrigation Co. Profit Sharing Plan | T-L Irrigation | $31,790,339 | 204 | $39,197 |
| Southern Innovations, LLC 401(k) Profit Sharing Plan | Southern Innovations | $21,125,323 | 159 | $0 |
| Hart Intercivic, Inc. 401 (k) Plan | Hart Intercivic | $18,374,910 | 171 | $0 |
| OCI 401(k) Plan | OCI Enterprises | $17,910,408 | 332 | $36,931 |
| Target Logistics Management, LLC 401(k) Plan | Target Logistics Management | $15,758,259 | 803 | $53,527 |
| Budweiser Distributing Company of Borger 401(k) Retirement Plan | Budweiser Distributing Company of Borger | $15,172,699 | 193 | $49,106 |
| Occunet, LLC 401(k) Plan | Occunet | $15,057,994 | 199 | $34,411 |
| Barbaricum 401(k) Profit Sharing Plan and Trust | Barbaricum | $12,373,729 | 378 | $34,754 |
| Wireline Group 401(k) Plan | Wireline Group | $10,734,613 | 199 | $37,891 |
| CGI, Inc. Retirement Savings Plan | C.G.I. | $10,083,652 | 134 | $24,055 |
| Roberts Truck Center Retirement Plan | BDR Preferred Holdings | $8,679,290 | 134 | $16,315 |
| DCA Outdoor, Inc. 401(k) Plan | DCA Outdoor | $7,391,040 | 229 | $20,666 |
| Cafua Management 401(k) Savings Planrecordkeeper | Cafua Management | $6,696,061 | 280 | $12,593 |
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.