Original filing (PDF)20251014111144NAL0005630418001

CALDWELL & COMPANY ACCOUNTING INC

Name: CALDWELL & COMPANY ACCOUNTING INC — CALDWELL AND COMPANY ACCOUNTING INC. 401(K) PLAN, Form 5500 (2024)
Creator: CALDWELL & COMPANY ACCOUNTING INC

Form 5500-SF

FILING_RECEIVED

CALDWELL AND COMPANY ACCOUNTING INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$37K

Net assets (EOY)

$37K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CALDWELL & COMPANY ACCOUNTING INC

EIN

14-1926657

Address

7501 NW 4TH STREET · SUITE 112 · PLANTATION, FL · 33317

Phone

(954) 585-2216

Industry