Original filing (PDF)20251009121929NAL0006970401001

RONALD CALDWELL

Name: RONALD CALDWELL — RONALD CALDWELL 401(K) PLAN, Form 5500 (2024)
Creator: RONALD CALDWELL

Form 5500-SF

FILING_RECEIVED

RONALD CALDWELL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$141K

Net assets (EOY)

$141K

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.

Decision-maker contacts

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

Plan sponsor

Name

RONALD CALDWELL

EIN

31-1000627

Address

10515 STAFFORD RD. · LEESBURG, OH · 45135

Phone

(937) 402-0418

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Agriculture, Forestry, Fishing, Hunting plans

CYCLONE FARMS, INC.

CYCLONE FARMS, INC. 401(K) PLAN

$139K · 6 participants

HD DISTRIBUTION LLC

HD DISTRIBUTION LLC 401K PLAN

$139K · 12 participants

KB FARMS & RANCH

KB FARMS & RANCH 401(K) PLAN

$139K · 2 participants

BONDI FARMS LLC

BONDI FARMS LLC - 401(K)

$138K · 15 participants

JOLO CAN LLC

HARBOR HOUSE COLLECTIVE 401(K) PLAN

$144K · 82 participants