WILLIAM POIT CALDWELL 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
Late filing · 2.8 mo
Active participants
5
Accounts w/ balance
14
Plan assets (EOY)
$132K
Net assets (EOY)
$132K
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
89
Total plan cost
n/a
Plan health
73
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).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM POIT CALDWELL.
Plan sponsor
Name
WILLIAM POIT CALDWELL
EIN
61-1820293
Address
3351 BUSINESS DR., STE. 105 · SUITE 105 · SACRAMENTO, CA · 95820
