Filings through .
CWM LLC
Matched across 5 name variants in the filings
CWM LLC at a glance
CWM LLC appears on 39 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $35.5B in assets for 151,851 participants. The median client plan holds $19.8M. Most client plans are sponsored in TX, NE and NV. The largest clients by plan assets are United Airlines, Inc., The Cleveland Clinic Foundation and Netjets Aviation, Inc.. Plans reported $1.7M in direct and indirect compensation paid to CWM LLC, a median of $33K per plan.
- Participants
- 151,851
- Median plan assets
- $19.8M
- Median plan participants
- 305
- Median fees per plan
- $33K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| United Airlines, Inc. | IL | $19.4B | 21,233 |
| The Cleveland Clinic Foundation | OH | $10.5B | 88,028 |
| Netjets Aviation, Inc. | OH | $2.9B | 4,711 |
| Schneider National, Inc. | WI | $1.0B | 19,962 |
| Prevea Clinic, Inc. | WI | $547M | 2,764 |
| Helix Electric, Inc. | CA | $212M | 3,695 |
| Kean Miller LLP | LA | $191M | 476 |
| Mary Lanning Memorial Hospital Association | NE | $145M | 1,246 |
| PCX Aerostructures, LLC | CT | $61.8M | 818 |
| Hastings College 403(b) DC Plan | NE | $56.6M | 560 |
| The Lanier Law Firm, P.C. | TX | $40.6M | 244 |
| L/P Insurance Services LLC | NV | $37.9M | 295 |
| T-L Irrigation Co. | NE | $36.4M | 212 |
| Dutton-Lainson Company | NE | $30.8M | 327 |
| L.O. Eye Care | MI | $26.7M | 294 |
| Disability Rights Texas | TX | $22.9M | 214 |
| Southern Innovation, LLC | TX | $22.7M | 196 |
| Brodstone Memorial Hospital | NE | $21.2M | 305 |
| Hart Intercivic, Inc. | TX | $19.8M | 162 |
| Target Logistics Management LLC | TX | $19.8M | 1,433 |
| Occunet, LLC | TX | $18.3M | 221 |
| Blackstone Audio | OR | $18.1M | 252 |
| Budweiser Distributing Company of Borger, L.P. | TX | $16.3M | 162 |
| Barbaricum | DC | $14.8M | 407 |
| The Wireline Group, Inc. | TX | $13.0M | 314 |
Top client states
- TX11 plans
- NE5 plans
- NV3 plans
- AZ2 plans
- CA2 plans
Frequently asked questions
- Who uses CWM LLC?
- 39 retirement plans list CWM LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include United Airlines, Inc., The Cleveland Clinic Foundation, Netjets Aviation, Inc., Schneider National, Inc. and Prevea Clinic, Inc.. Most client plans are sponsored in TX, NE and NV.
- How many plans does CWM LLC serve?
- CWM LLC serves 39 retirement plans with $35.5B in plan assets and 151,851 participants, based on the latest Form 5500 filings through 2024.
- What does CWM LLC charge?
- Plans reported $1.7M in total Schedule C compensation paid to CWM LLC. The median plan paid $33K. Fees vary with plan size and the services each plan buys.
Market position · 2024
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Fund lineups on plans this firm keeps
Large plans that name CWM as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 1 |
| T. Rowe Price | 1 |
| JPMorgan | 1 |
| BlackRock | 1 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 1 |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.