How big is Caldwells Inc.'s plan?

Caldwells Inc.'s plan reported $556K in assets and 132 participants for 2024.

Original filing (PDF)20250929123704NAL0017866482001

Caldwells Inc.

Name: Caldwells Inc. — Caldwell's Inc. 401(k) Plan, Form 5500 (2024)
Creator: Caldwells Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caldwell's Inc. 401(k) Plan

401(k) retirement plan · Caldwells Inc.'s Caldwell's Inc. 401(k) Plan held $556K in plan assets for 132 participants in 2024.

Signals · 1

No auditor on file

Active participants

132

Accounts w/ balance

Plan assets (EOY)

$556K

Net assets (EOY)

$556K

People on this filing

Jordan Caldwell signed Caldwells Inc.'s 2024 Form 5500 as plan administrator.

Jordan Caldwell — 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

Caldwells Inc.'s EIN is 81-5036695.

EIN 81-5036695

Plan number 001

Plan year 2024

ACK ID 20250929123704NAL0017866482001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Caldwells Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Caldwells Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALDWELLS INC.

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Plan health score

Average plan with room to improve

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

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score