How big is Caldwell Advisors, LLC's plan?

Caldwell Advisors, LLC's plan reported $219K in assets and 3 participants for 2024.

Original filing (PDF)20250507132357NAL0010853601001

Caldwell Advisors, LLC

Name: Caldwell Advisors, LLC — Caldwell Advisors, LLC, Form 5500 (2024)
Creator: Caldwell Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caldwell Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Caldwell Advisors, LLC's Caldwell Advisors, LLC 401(k) Profit Sharing Plan held $219K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$219K

Net assets (EOY)

$219K

People on this filing

Billy Caldwell signed Caldwell Advisors, LLC's 2024 Form 5500 as plan administrator.

Billy Caldwell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Caldwell Advisors, LLC's EIN is 11-3814029.

EIN 11-3814029

Plan number 001

Plan year 2024

ACK ID 20250507132357NAL0010853601001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Caldwell Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Caldwell Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALDWELL ADVISORS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score