Original filing (PDF)20250908081511NAL0011811603001

CADWELL WEALTH MANAGEMENT DBA CARSON WEALTH

Name: CADWELL WEALTH MANAGEMENT DBA CARSON WEALTH — CADWELL WEALTH MANAGEMENT GROUP 401(K) PLAN, Form 5500 (2024)
Creator: CADWELL WEALTH MANAGEMENT DBA CARSON WEALTH

Form 5500-SF

FILING_RECEIVED

CADWELL WEALTH MANAGEMENT GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CADWELL WEALTH MANAGEMENT DBA CARSON WEALTH.

Plan sponsor

Name

CADWELL WEALTH MANAGEMENT DBA CARSON WEALTH

EIN

81-3511431all filings

Address

7958 VIA DELLAGIO WAY, SUITE 300 · ORLANDO, FL · 32819

Phone

(407) 813-2550

Industry

Finance & Insurancesee all

Plan administrator