The Caldwell Group, Inc. (EIN 36-2896884) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $6.6M in plan assets and 324 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| The Caldwell Group, Inc. Retirement Savings Plan | 001 | 164 | $6.6M |
| The Caldwell Group Benefit Plan | 501 | 160 | $0 |
| Caldwell Group Employee Stock Ownership Plan | 002 | 0 | $0 |
36-2896884 is the Employer Identification Number (EIN) The Caldwell Group, Inc. 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 Illinois EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
