CALDWELL WATSON REAL ESTATE GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the CALDWELL WATSON REAL ESTATE GROUP, INC. 401(k) plan — and how to find and check your own account.
The CALDWELL WATSON REAL ESTATE GROUP, INC. 401(k) on its latest Form 5500
CALDWELL WATSON REAL ESTATE GROUP, INC. (EIN 76-0312675) reports CALDWELL COMPANIES 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $16.1M in plan assets across 158 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 WATSON REAL ESTATE GROUP, INC. filing — schedules, fees, and providers.
Who runs the CALDWELL WATSON REAL ESTATE GROUP, INC. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CALDWELL WATSON REAL ESTATE GROUP, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CALDERWOOD FINANCIAL STRATEGIES.
How to check your CALDWELL WATSON REAL ESTATE GROUP, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask CALDWELL WATSON REAL ESTATE GROUP, 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).