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CALDERWOOD FINANCIAL SERVICE 401(k) Plan

What public Form 5500 filings show about the CALDERWOOD FINANCIAL SERVICE 401(k) plan — and how to find and check your own account.

Plan assets
$22K
Participants
5
Plans on file
1

The CALDERWOOD FINANCIAL SERVICE 401(k) on its latest Form 5500

CALDERWOOD FINANCIAL SERVICE (EIN 85-1868248) reports CALDERWOOD FINANCIAL SERVICE 401(K) on its most recent Form 5500, with $22K in plan assets across 5 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 CALDERWOOD FINANCIAL SERVICE filing — schedules, fees, and providers.

Who runs the CALDERWOOD FINANCIAL SERVICE 401(k)?

CALDERWOOD FINANCIAL SERVICE’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask CALDERWOOD FINANCIAL SERVICEHR for the recordkeeper’s name and login.

How to check your CALDERWOOD FINANCIAL SERVICE 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask CALDERWOOD FINANCIAL SERVICE HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: CALDERWOOD FINANCIAL SERVICE — all Form 5500 filings (EIN 85-1868248) · Illinois employer EIN lookup · Form 5500 search
CALDERWOOD FINANCIAL SERVICE 401(k) Plan — Form 5500