CWT US 401(k) plan

CWT US, LLC, Minnetonka, MN. EIN 41-1880007. Annual reports 2009–2025. Also filed as Carlson Wagonlit Travel, Inc.

CWT US, LLC has one active retirement plan on file, the CWT 401(k) Plan, with 3,500 participants and $404 million in assets in 2025. Schwab has been its recordkeeper since 2019. No traditional pension plan appears in CWT US's filings since 2009.

Active plans
1
Participants
3,500
Plan assets
$404 million
401(k) recordkeeper
Schwab
Plans on file
1
Industry
Business services

The plan

CWT 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
001Employer EIN 41-1880007
Participants (2025)
3,500
Net assets (2025)
$404 million
Recordkeeper
SchwabEarlier: Wells Fargo (2010–2018), Wachovia Bank (2009)
Plan administrator
CWT US, LLC
701 Carlson Parkway
Minnetonka, MN 55305
(800) 853-4333As filed for 2025
In effect since
January 1, 1998

Plans merged into this one: Carlson Hotel Employees' Savings and Investment Plan (2016).

Earlier sponsor: Carlson Wagonlit Travel, Inc. (2009–2019).

Earlier plan names: Carlson Wagonlit Travel Employees' Savings and Investment Plan.

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20253,500$404 millionSchwab
20244,084$391 millionSchwab
20234,379$389 millionSchwab
20224,642$357 millionSchwab
20215,016$435 millionSchwab
20205,580$496 millionSchwab
20196,049$481 millionSchwab
20186,473$416 millionWells Fargo
20175,898$452 millionWells Fargo
20166,027$328 millionWells Fargo
20155,942$299 millionWells Fargo
20146,033$304 millionWells Fargo
20135,983$285 millionWells Fargo
20126,379$237 millionWells Fargo
20116,519$208 millionWells Fargo
20106,686$209 millionWells Fargo
20096,684$186 millionWachovia Bank

If you had money in one of these plans

  1. Call Schwab (schwab.com), which runs the CWT 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((800) 853-4333). That number was filed for 2025; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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