Prospeo
Hero Section BackgroundHero Section Background
CWM Retirement Plan Services

CWM Retirement Plan Services Revenue

AccountingFlag of USMillbury, Massachusetts, United States1-10 Employees

$

CWM Retirement Plan Services revenue & valuation

Annual revenue$171,110
Revenue per employee$86,000
Estimated valuation?$547,552
Total fundingNo funding

Key Contact at CWM Retirement Plan Services

Flag of US

Jim Couture

Managing Director

Company overview

Headquarters34 Grafton St, Suite 4, Millbury, Massachusetts 01527, US
Phone number+18777122263
Website
NAICS5412
SIC641
Keywords
Plan Design, Profit Sharing, 401(K) Plans, Defined Benefit Plans, Cash Balance Plans, Non-Qualified Plans, Small Business Retirement Plans, 5500 Filing
Founded2010
Employees1-10

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

C-Suite

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

CWM Retirement Plan Services is located in Millbury, Massachusetts, US.
You can reach CWM Retirement Plan Services at +18777122263.
CWM Retirement Plan Services generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.
CWM Retirement Plan Services has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
CWM Retirement Plan Services was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.
CWM Retirement Plan Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles