What public Form 5500 filings show about the JD Caldwell Architect, PLLC 401(k) plan — and how to find and check your own account.
JD Caldwell Architect, PLLC (EIN 86-2197283) reports JD CALDWELL ARCHITECT, PLLC 401(K) PLAN on its most recent Form 5500, with $114K in plan assets across 3 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 JD Caldwell Architect, PLLC filing — schedules, fees, and providers.
JD Caldwell Architect, PLLC’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 JD Caldwell Architect, PLLCHR for the recordkeeper’s name and login.
