How big is Caldwell Ventures LLC's plan?

Caldwell Ventures LLC's plan reported $859K in assets and 5 participants for 2024.

Original filing (PDF)20250710131434NAL0006618017001

Caldwell Ventures LLC

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

Form 5500-SF

FILING_RECEIVED

Caldwell Ventures LLC 401(k)/PSP Plan

401(k) retirement plan · Caldwell Ventures LLC's Caldwell Ventures LLC 401(k)/PSP Plan held $859K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$859K

Net assets (EOY)

$859K

Plan identifiers

Caldwell Ventures LLC's EIN is 20-2723505.

EIN 20-2723505

Plan number 001

Plan year 2024

ACK ID 20250710131434NAL0006618017001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Caldwell Ventures LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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