PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CW FUNDING LLC
Sponsor portfolio

CW FUNDING LLC

EIN 46-5735983-real estate-Latest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
6
366 BARNARD AVENUE - WOODMERE, NY 11598718-690-9070cwfunding.netLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#002CashBalance-$732K - 3 part#001401k-$513K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PLAN AND TRUST (#002)59%
  • LLC RETIREMENT PLAN (#001)41%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)3
  • LLC RETIREMENT PLAN (#001)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CW FUNDING LLC PENSION PLAN AND TRUST

CashBalance

Assets$732K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CW FUNDING LLC RETIREMENT PLAN

401k

Assets$513K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CW FUNDING LLC PENSION PLAN AND TRUSTCashBalance$732K32024
001CW FUNDING LLC RETIREMENT PLAN401k$513K32024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica