CALDWELL WHOLESALE COMPANY, INC. PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Active participants
35
Accounts w/ balance
30
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
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
47
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALDWELL WHOLESALE COMPANY, INC..
Plan sponsor
Name
CALDWELL WHOLESALE COMPANY, INC.
EIN
72-0803209
Address
9630 SAINT VINCENT AVENUE · SHREVEPORT, LA · 711067127
