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  2. CW Advisors, LLC

Filings through Oct 24, 2026.

CW Advisors, LLC

EIN 26-4296224-financial services-Latest filing 2025
Plans
1
Retirement
1
$22.6M assets
Health & Benefits
0
Participants
166
155 SEAPORT BLVD, THIRD FLOOR - BOSTON, MA 02210617-428-7600cwadvisorsgroup.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$22.6M - 166 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CW ADVISORS, LLC 401(K) PLAN

401(k)

Assets$22.6M
Participants166
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CW ADVISORS, LLC 401(K) PLAN401(k)$22.6M1662025
  • CW ADVISORS, LLC 401(K) PLAN$22.6M
    #001 · 401(k) · 2025166
Retirement plans
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