How big is Cadwell Wealth Management Group, LLC's plan?

Cadwell Wealth Management Group, LLC's plan reported $756K in assets and 10 participants for 2023.

Original filing (PDF)20250827114122NAL0004956915001

Cadwell Wealth Management Group, LLC

Name: Cadwell Wealth Management Group, LLC — Cadwell, Form 5500 (2023)
Creator: Cadwell Wealth Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cadwell Wealth Management Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Cadwell Wealth Management Group, LLC's Cadwell Wealth Management Group, LLC 401(k) Profit Sharing Plan held $756K in plan assets for 10 participants in 2023.

Signals · 1

Late filing · 9.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$756K

Net assets (EOY)

$756K

Plan identifiers

Cadwell Wealth Management Group, LLC's EIN is 81-3511431.

EIN 81-3511431

Plan number 002

Plan year 2023

ACK ID 20250827114122NAL0004956915001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Cadwell Wealth Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Cadwell Wealth Management Group, LLC'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 GROUP, LLC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off