Cws Capital Partners Llc 401(k) Plan: Login, Facts & Contact Information

Cws Capital Partners Llc 401(k) Plan Facts

Plan name
CWS SAVINGS PLAN (401(K))
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CWS CAPITAL PARTNERS LLC
Participants
1,181 (1,001 active employees)
Former employees with a balance
510
Plan assets
$48,923,017 at Dec 31, 2024
Average account balance
$38,132 across 1,283 accounts
Employer contributions
$1,412,961 in plan year 2024 (27% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Aug 1, 1987
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 21, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.31 million went into the plan in contributions, $1.41 million of it from the employer (27%).
  • $4.14 million was paid out to participants.
  • Investment and other income added $5.53 million.
  • Administrative expenses were $183,250, about $143 per account.

How the Cws Capital Partners Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019967$29.6 million$1.11 million$1.35 million
20201,039$34.4 million$1.12 million$3.32 million
20211,053$40.1 million$1.24 million$3.46 million
20221,049$35.4 million$1.16 million$3.14 million
20231,210$42.4 million$1.35 million$3.58 million
20241,181$48.9 million$1.41 million$4.14 million

Cws Capital Partners Llc 401(k) Contact Information

Phone
512-837-3028
Mailing address
9606 N. MOPAC EXPRESSWAY SUITE 500, AUSTIN TX 78759
Plan sponsor
CWS CAPITAL PARTNERS LLC
Plan administrator
RETIREMENT PLAN FIDUCIARES, LLC
Employer identification number (EIN)
33-0787121
Plan number
003

Questions about the Cws Capital Partners Llc 401(k)

Does Cws Capital Partners Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.41 million, 27% of all contributions.

Does the Cws Capital Partners Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Cws Capital Partners Llc 401(k) plan?

1,181 participants at the start of plan year 2024, 1,001 of them active employees, and 510 former employees who still had money in the plan.

What is the average 401(k) balance at Cws Capital Partners Llc?

About $38,132 per account: $48.9 million in plan assets across 1,283 accounts with a balance at the end of plan year 2024.

Who manages the Cws Capital Partners Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Cws Capital Partners Llc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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