How big is Caldwell Pacetti Edwards Schoech's plan?

Caldwell Pacetti Edwards Schoech's plan reported $2.2M in assets and 10 participants for 2024.

Original filing (PDF)20251013110556NAL0000516019001

Caldwell Pacetti Edwards Schoech

Name: Caldwell Pacetti Edwards Schoech — Caldwell Pacetti, Form 5500 (2024)
Creator: Caldwell Pacetti Edwards Schoech
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caldwell Pacetti Edwards Schoech & Viator LLP

Defined-contribution retirement plan · Caldwell Pacetti Edwards Schoech's Caldwell Pacetti Edwards Schoech & Viator LLP held $2.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Sandra L Bolin signed Caldwell Pacetti Edwards Schoech's 2024 Form 5500 as plan administrator.

Sandra L Bolin — 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 Pacetti Edwards Schoech's EIN is 59-0685927.

EIN 59-0685927

Plan number 100

Plan year 2024

ACK ID 20251013110556NAL0000516019001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Caldwell Pacetti Edwards Schoech's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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

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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