


CWM Retirement Plan Services Revenue
Accounting • Millbury, Massachusetts, United States • 1-10 Employees
CWM Retirement Plan Services revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Accounting industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Key Contact at CWM Retirement Plan Services
Jim Couture
Managing Director
Company overview
| Headquarters | 34 Grafton St, Suite 4, Millbury, Massachusetts 01527, US |
| Phone number | +18777122263 |
| Website | |
| NAICS | 5412 |
| SIC | 641 |
| Keywords | Plan Design, Profit Sharing, 401(K) Plans, Defined Benefit Plans, Cash Balance Plans, Non-Qualified Plans, Small Business Retirement Plans, 5500 Filing |
| Founded | 2010 |
| Employees | 1-10 |
About CWM Retirement Plan Services
Retirement plan benefits can be very important elements of your benefit package and a key to attracting and retaining your most important asset, your employees. Our team assists employers in all matters relating to Qualified Retirement Plans. We will provide you with all of the services necessary for the design, implementation and ongoing administration of 401(k), 403(b), Profit Sharing and Money Purchase Plans. Our goal is to assist you in operating your plan in a manner that delivers the right retirement benefit to your employees, complies with all regulatory requirements, and communicates plan benefits to you and your employees in language that is easy to understand. The result will be a plan that delivers the correct benefit that meets the employers’ objectives, operates on a cost and tax efficient basis, and contributes to your business’ success.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
CWM Retirement Plan Services has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
CWM Retirement Plan Services has never raised funding before.
Frequently asked questions
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