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Calderwood Financial Strategies, Inc. 401(k) Plan

What public Form 5500 filings show about the Calderwood Financial Strategies, Inc. 401(k) plan — and how to find and check your own account.

Plan assets
$329K
Participants
2
Plans on file
1

The Calderwood Financial Strategies, Inc. 401(k) on its latest Form 5500

Calderwood Financial Strategies, Inc. (EIN 91-2106031) reports CALDERWOOD FINANCIAL STRATEGIES, INC. PROFIT SHARING PLAN on its most recent Form 5500, with $329K in plan assets across 2 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 Strategies, Inc. filing — schedules, fees, and providers.

Who runs the Calderwood Financial Strategies, Inc. 401(k)?

Calderwood Financial Strategies, Inc.’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 Strategies, Inc.HR for the recordkeeper’s name and login.

How to check your Calderwood Financial Strategies, Inc. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask Calderwood Financial Strategies, Inc. 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 Strategies, Inc. — all Form 5500 filings (EIN 91-2106031) · Texas employer EIN lookup · Form 5500 search
Calderwood Financial Strategies, Inc. 401(k) Plan — Form 5500