THE CALDWELL FOUNDATION 401(k) Plan
What public Form 5500 filings show about the THE CALDWELL FOUNDATION 401(k) plan — and how to find and check your own account.
The THE CALDWELL FOUNDATION 401(k) on its latest Form 5500
THE CALDWELL FOUNDATION (EIN 75-6004080) reports THE CALDWELL FOUNDATION 401(K) PLAN on its most recent Form 5500, with $4.1M in plan assets across 106 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 THE CALDWELL FOUNDATION filing — schedules, fees, and providers.
Who runs the THE CALDWELL FOUNDATION 401(k)?
THE CALDWELL FOUNDATION’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 THE CALDWELL FOUNDATIONHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MILLIMAN.
How to check your THE CALDWELL FOUNDATION 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask THE CALDWELL FOUNDATION 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).