Original filing (PDF)20250827114122NAL0004956915001

CADWELL WEALTH MANAGEMENT GROUP, LLC

Name: CADWELL WEALTH MANAGEMENT GROUP, LLC — CADWELL WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: CADWELL WEALTH MANAGEMENT GROUP, LLC

Form 5500-SF

FILING_RECEIVED

CADWELL WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 9.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$756K

Net assets (EOY)

$756K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 9.4 months past the 10.5-month grace window.

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 CADWELL WEALTH MANAGEMENT GROUP, LLC.

Plan sponsor

Name

CADWELL WEALTH MANAGEMENT GROUP, LLC

EIN

81-3511431all filings

Address

7958 VIA DELLAGIO WAY · SUITE 300 · ORLANDO, FL · 34786

Phone

(407) 813-2550

Industry

Finance & Insurancesee all

Plan administrator