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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

CALDWELL & GREGORY LLC 401(k) Plan

What public Form 5500 filings show about the CALDWELL & GREGORY LLC 401(k) plan — and how to find and check your own account.

Plan assets
$10.4M
Participants
214
Plans on file
1

The CALDWELL & GREGORY LLC 401(k) on its latest Form 5500

CALDWELL & GREGORY LLC (EIN 26-3497193) reports CALDWELL & GREGORY LLC 401(K) PLAN on its most recent Form 5500, with $10.4M in plan assets across 214 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 CALDWELL & GREGORY LLC filing — schedules, fees, and providers.

Who runs the CALDWELL & GREGORY LLC 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CALDWELL & GREGORY LLC 401(k).

How to check your CALDWELL & GREGORY LLC 401(k)

  • Log in to Principal’s participant portal (the site on your statements).
  • Ask CALDWELL & GREGORY LLC 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: CALDWELL & GREGORY LLC — all Form 5500 filings (EIN 26-3497193) · Virginia employer EIN lookup · Form 5500 search
CALDWELL & GREGORY LLC 401(k) Plan — Form 5500