CALDWELL MANAGEMENT COMPANY 401(k) Plan
What public Form 5500 filings show about the CALDWELL MANAGEMENT COMPANY 401(k) plan — and how to find and check your own account.
The CALDWELL MANAGEMENT COMPANY 401(k) on its latest Form 5500
CALDWELL MANAGEMENT COMPANY (EIN 33-0468231) reports CALDWELL MANAGEMENT COMPANY 401 (K) PROFIT SHARING AND TRUST on its most recent Form 5500, with $427K in plan assets across 13 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 MANAGEMENT COMPANY filing — schedules, fees, and providers.
Who runs the CALDWELL MANAGEMENT COMPANY 401(k)?
CALDWELL MANAGEMENT COMPANY’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 CALDWELL MANAGEMENT COMPANYHR for the recordkeeper’s name and login.
How to check your CALDWELL MANAGEMENT COMPANY 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CALDWELL MANAGEMENT COMPANY 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).