Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CWM LLC4 years Filed as: CWM, LLC Service code 99 · EIN 27-4011107 13321 CALIFORNIA STREET, SUITE 100 · OMAHA, NE 68154 | Other Fees | $36,792 |
12 funds of $250K or more; 35 lines in all, holding $17.8M of the plan's $18.4M. From the 2024 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Index Moderate 2035 Fund R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $5.0M | 28.2% |
| Index Moderate Retirement Fund R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $2.6M | 14.4% |
| Index Moderate 2045 Fund R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $2.6M | 14.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 9.7% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 6.5% |
| Index Moderate 2055 R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $711K | 4.0% |
| Index Aggressive 2035 Fund Class R1 N/R Manager not matched · Mutual fund IndexPossible retail class R1 | $626K | 3.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $557K | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $336K | 1.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $335K | 1.9% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.