Andrew SIMS signed Caldwell & Gregory LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Caldwell & Gregory LLC's EIN is 26-3497193.
Download the official 2024 Form 5500 (PDF) for Caldwell & Gregory LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Caldwell & Gregory LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $23K | — |
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