Original filing (PDF)20251022203815NAL0005489810001

CALDERWOOD FINANCIAL STRATEGIES, INC.

Name: CALDERWOOD FINANCIAL STRATEGIES, INC. — CALDERWOOD FINANCIAL STRATEGIES, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: CALDERWOOD FINANCIAL STRATEGIES, INC.

Form 5500-SF

FILING_RECEIVED

CALDERWOOD FINANCIAL STRATEGIES, INC. RETIREMENT PLAN

Defined-benefit pension 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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

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 CALDERWOOD FINANCIAL STRATEGIES, INC..

Plan sponsor

Name

CALDERWOOD FINANCIAL STRATEGIES, INC.

EIN

91-2106031all filings

Address

510 BERING DRIVE, SUITE 540 · HOUSTON, TX · 77057

Phone

(713) 808-9077

Industry

Finance & Insurancesee all

Plan administrator