What public Form 5500 filings show about the Caddick Utilities LLC 401(k) plan — and how to find and check your own account.
Caddick Utilities LLC (EIN 26-3945873) reports CADDICK UTILITIES LLC 401K RETIREMENT PLAN on its most recent Form 5500, with $25.6M in plan assets across 120 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Caddick Utilities LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Nationwide, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Caddick Utilities LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): DELAWARE VALLEY RETIREMENT, INDEPENDENCE ADMINISTRATORS IA, STERLING BENEFITS, CONNECTCARE3, PRO ACCOUNT, RAYMOND JAMES & ASSOCIATES.
