How big is Caldwell Partners International, Ltd.'s plan?

Caldwell Partners International, Ltd.'s plan reported $11.0M in assets and 92 participants for 2024.

Original filing (PDF)20250507105803NAL0006899955001

Caldwell Partners International, Ltd.

Name: Caldwell Partners International, Ltd. — Caldwell, Form 5500 (2024)
Creator: Caldwell Partners International, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caldwell Partners 401(k) Plan

401(k) retirement plan · Caldwell Partners International, Ltd.'s Caldwell Partners 401(k) Plan held $11.0M in plan assets for 92 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.0M

Net assets (EOY)

$11.0M

People on this filing

Mike Falagario signed Caldwell Partners International, Ltd.'s 2024 Form 5500 as plan administrator.

Mike Falagario — 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 Partners International, Ltd.'s EIN is 75-3269416.

EIN 75-3269416

Plan number 001

Plan year 2024

ACK ID 20250507105803NAL0006899955001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Caldwell Partners International, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Caldwell Partners International, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off