Caldwell Companies 401(k) Profit Sharing Plan
Sponsored by Caldwell Watson Real Estate Group, Inc. · EIN 760312675 · Plan #002
- Total assets
- $16.1M
- Net assets
- $16.1M
- Active participants
- 158
- With balances
- 150
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Calderwood Financial Strategies, Inc. CRD 313466 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Calderwood Financial Strategies | Investment advisory (plan) | $39,539 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $991 |