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Sponsor portfolio

GW GROUP, LLC

EIN 81-3867813-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
8
2 BRIGADOON LANE - WAXHAW, NC 28173704-517-8289
Plans on this EIN
2 filings
#002CashBalance-$4.4M - 4 part#001401k-$1.0M - 4 part

Retirement portfolio analytics

2 plans aggregated / $5.4M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • CASH BALANCE PLAN (#002)81%
  • PROFIT SHARING PLAN (#001)19%
Total $5.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)4
  • PROFIT SHARING PLAN (#001)4
Total 8Click 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

GW GROUP, LLC CASH BALANCE PLAN

CashBalance

Assets$4.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

GW GROUP, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$1.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GW GROUP, LLC CASH BALANCE PLANCashBalance$4.4M42024
001GW GROUP, LLC 401(K) PROFIT SHARING PLAN401k$1.0M42024
Retirement plans
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