CWS SAVINGS PLAN (401(K))

[ EIN: 33-0787121 | Plan No. 003 ]

Form 5500 filing classifies CWS SAVINGS PLAN (401(K)) as a 401(k) plan, sponsored by CWS CAPITAL PARTNERS LLC. The plan is a Large Plan with 1517 participants and total assets of $48,923,017 reported for the 2024 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: CWS CAPITAL PARTNERS LLC

Location: 9606 N. MOPAC EXPRESSWAY, AUSTIN, TX 78759

EIN: 330787121

Plan Number: 003

Plan Year: 2024

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 1517

Total Assets: $48,923,017

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