How big is Caldwell Opportunities, Inc.'s plan?

Caldwell Opportunities, Inc.'s plan reported $198K in assets and 21 participants for 2024.

Original filing (PDF)20250425105245NAL0013380880001

Caldwell Opportunities, Inc.

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

Form 5500-SF

FILING_RECEIVED

Caldwell Opportunities, Inc. Retirement Plan

401(k) retirement plan · Caldwell Opportunities, Inc.'s Caldwell Opportunities, Inc. Retirement Plan held $198K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$198K

Net assets (EOY)

$198K

People on this filing

Tammy D. Miller-Austin signed Caldwell Opportunities, Inc.'s 2024 Form 5500 as plan administrator.

Tammy D. Miller-Austin — 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 Opportunities, Inc.'s EIN is 56-2208650.

EIN 56-2208650

Plan number 001

Plan year 2024

ACK ID 20250425105245NAL0013380880001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Caldwell Opportunities, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

CALDWELL OPPORTUNITIES, INC.

EIN

all filings

Address

1617 COLLEGE AVENUE SW · LENOIR, NC · 28645

Phone

(828) 757-5680

Industry

Health Care & Social Assistance

Plan administrator