CW FINANCIAL SERVICES LLC INVESTMENT PLAN

[ EIN: 03-0433413 | Plan No. 001 ]

Form 5500 filing classifies CW FINANCIAL SERVICES LLC INVESTMENT PLAN as a 401(k) plan, sponsored by CW FINANCIAL SERVICES LLC. The plan is a Large Plan with 226 participants and total assets of $32,903,741 reported for the 2023 plan year.

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Plan Sponsor: CW FINANCIAL SERVICES LLC

Location: 900 19TH STREET, WASHINGTON, DC 20006

EIN: 030433413

Plan Number: 001

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 226

Total Assets: $32,903,741

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