How big is Caldwell, Heckles &EGAN, Inc.'s plan?

Caldwell, Heckles &EGAN, Inc.'s plan reported $2.7M in assets and 29 participants for 2023.

Original filing (PDF)20250429112849NAL0000292355001

Caldwell, Heckles &EGAN, Inc.

Name: Caldwell, Heckles &EGAN, Inc. — Caldwell, Heckles &, Form 5500 (2023)
Creator: Caldwell, Heckles &EGAN, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caldwell, Heckles & EGAN, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Caldwell, Heckles &EGAN, Inc.'s Caldwell, Heckles & EGAN, Inc. 401(k) Profit Sharing Plan held $2.7M in plan assets for 29 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Caldwell, Heckles &EGAN, Inc.'s EIN is 23-2368780.

EIN 23-2368780

Plan number 001

Plan year 2023

ACK ID 20250429112849NAL0000292355001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Caldwell, Heckles &EGAN, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Caldwell, Heckles &EGAN, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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, HECKLES &EGAN, INC..

Finding similar companies…

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