Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COMMUNITY SHARES OF WISCONSIN (CSW)
EIN 39-1172378non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
23
931 E MAIN ST, STE 10 - MADISON, WI 53703608-888-9586communityshares.comLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 23 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
COMMUNITY SHARES OF WISCONSIN (CSW) 401(K) PLAN
401k
Assets$1.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
COMMUNITY SHARES OF WISCONSIN (CSW) 401(K) PLAN
401k
Assets$987K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COMMUNITY SHARES OF WISCONSIN (CSW) 401(K) PLAN | 401k | $1.1M | 11 | 2025 | |
| 001 | COMMUNITY SHARES OF WISCONSIN (CSW) 401(K) PLAN | 401k | $987K | 12 | 2024 |
Retirement plans