How big is William POIT Caldwell's plan?

William POIT Caldwell's plan reported $132K in assets and 5 participants for 2024.

Original filing (PDF)20260209184037NAL0002047875001

William POIT Caldwell

Name: William POIT Caldwell — William POIT Caldwell 401(k), Form 5500 (2024)
Creator: William POIT Caldwell
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William POIT Caldwell 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · William POIT Caldwell's William POIT Caldwell 401(k) Profit Sharing Plan and Trust held $132K in plan assets for 5 participants in 2024.

Signals · 1

Late filing · 2.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$132K

Net assets (EOY)

$132K

People on this filing

Vickie Caldwell signed William POIT Caldwell's 2024 Form 5500 as plan administrator.

Vickie Caldwell — 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

William POIT Caldwell's EIN is 61-1820293.

EIN 61-1820293

Plan number 001

Plan year 2024

ACK ID 20260209184037NAL0002047875001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.8 months past the 10.5-month grace window.

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

WILLIAM POIT CALDWELL

EIN

all filings

Address

3351 BUSINESS DR., STE. 105 · SUITE 105 · SACRAMENTO, CA · 95820

Phone

(916) 737-7528

Industry

Construction

Plan administrator