What public Form 5500 filings show about the Caldwell Holding Company 401(k) plan — and how to find and check your own account.
Caldwell Holding Company (EIN 72-0993130) reports CALDWELL HOLDING COMPANY 401(K) PLAN on its most recent Form 5500, with $9.2M in plan assets across 142 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 Holding Company 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 Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Caldwell Holding Company 401(k).
