Caldwell & Gregory LLC (EIN 26-3497193) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $10.4M in plan assets and 436 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Caldwell & Gregory LLC 401(k) Plan | 001 | 214 | $10.4M |
| Caldwell and Gregory, LLC. Employee Benefits Plan | 505 | 222 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
26-3497193 is the Employer Identification Number (EIN) Caldwell & Gregory LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Virginia EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
