How big is Caldera Wealth's plan?

Caldera Wealth's plan reported $361K in assets and 2 participants for 2024.

Original filing (PDF)20250708180349NAL0011744114001

Caldera Wealth

Name: Caldera Wealth — CWM 401(k) Plan, Form 5500 (2024)
Creator: Caldera Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CWM 401(k) Plan

401(k) retirement plan · Caldera Wealth's CWM 401(k) Plan held $361K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$361K

Net assets (EOY)

$361K

Plan identifiers

Caldera Wealth's EIN is 56-2414079.

EIN 56-2414079

Plan number 001

Plan year 2024

ACK ID 20250708180349NAL0011744114001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Caldera Wealth's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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

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 (98th percentile).

Plan sponsor

Name

CALDERA WEALTH

EIN

all filings

Address

5771 S FORT APACHE RD · LAS VEGAS, NV · 89148

Phone

(702) 204-3302

Industry

Finance & Insurance

Plan administrator