Original filing (PDF)20250908081511NAL0011811603001

Cadwell Wealth Management DBA Carson Wealth

Name: Cadwell Wealth Management DBA Carson Wealth — Form 5500 Plan 001 (2024)
Creator: Cadwell Wealth Management DBA Carson Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cadwell Wealth Management Group 401(k) Plan

401(k) retirement plan · Cadwell Wealth Management DBA Carson Wealth's Cadwell Wealth Management Group 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Allison Brecher signed Cadwell Wealth Management DBA Carson Wealth's 2024 Form 5500 as plan administrator.

Allison Brecher — 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

Cadwell Wealth Management DBA Carson Wealth's EIN is 81-3511431.

EIN 81-3511431

Plan number 001

Plan year 2024

ACK ID 20250908081511NAL0011811603001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cadwell Wealth Management DBA Carson Wealth from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cadwell Wealth Management DBA Carson Wealth's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

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.

Finding similar companies…

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