How big is Caldwell Academy's plan?

Caldwell Academy's plan reported $3.7M in assets and 55 participants for 2024.

Original filing (PDF)20251001131210NAL0031683250001

Caldwell Academy

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

Form 5500-SF

FILING_RECEIVED

Caldwell Academy Retirement Plan

403(b) retirement plan · Caldwell Academy's Caldwell Academy Retirement Plan held $3.7M in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

DENA TOTH signed Caldwell Academy's 2024 Form 5500 as plan administrator.

DENA TOTH — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Caldwell Academy's EIN is 56-1898871.

EIN 56-1898871

Plan number 001

Plan year 2024

ACK ID 20251001131210NAL0031683250001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Caldwell Academy's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 ACADEMY.

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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