CALDERWOOD FINANCIAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
19
Active participants
7,232
Total plan assets
$378.9M
Filings (rows)
19
Direct comp
$667K
Indirect comp
$0
Aggregating 2 name variants under "CALDERWOOD FINANCIAL"
SERVICES PROVIDED
Advisor / Consultant15
Broker3
Other1
Top plans served
All 19 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| MERITON, LLC MERITON, LLC 401(K) PROFIT SHARING PLAN | IRVING, TX | Other EMPLOYEE OF EMPLOYER | 1,116 | $124.8M | $5K |
| TWIN EAGLE HOLDINGS N.A., LLC TWIN EAGLE RESOURCE MANAGEMENT 401(K) PLAN | SPRING, TX | Advisor / Consultant ADVISOR | 144 | $33.4M | $75K |
| TWIN EAGLE HOLDINGS N.A., LLC TWIN EAGLE RESOURCE MANAGEMENT 401(K) PLAN | SPRING, TX | Advisor / Consultant ADVISOR | 154 | $28.4M | $62K |
| HEATH CONSULTANTS INCORPORATED HEATH CONSULTANTS INCORPORATED PROFIT SHARING & RETIREMENT PLAN | HOUSTON, TX | Broker BROKER | 1,658 | $25.5M | $49K |
| TWIN EAGLE HOLDINGS N.A., LLC TWIN EAGLE RESOURCE MANAGEMENT 401(K) PLAN | SPRING, TX | Advisor / Consultant ADVISOR | 208 | $23.8M | $80K |
| HEATH CONSULTANTS INCORPORATED HEATH CONSULTANTS INCORPORATED PROFIT SHARING & RETIREMENT PLAN | HOUSTON, TX | Broker BROKER | 1,158 | $23.4M | $42K |
| HEATH CONSULTANTS INCORPORATED HEATH CONSULTANTS INCORPORATED PROFIT SHARING & RETIREMENT PLAN | HOUSTON, TX | Broker BROKER | 1,219 | $20.7M | $33K |
| CALDWELL WATSON REAL ESTATE GROUP, INC. CALDWELL COMPANIES 401(K) PROFIT SHARING PLAN | CYPRESS, TX | Advisor / Consultant ADVISOR | 158 | $16.1M | $40K |
| CALDWELL WATSON REAL ESTATE GROUP, INC. CALDWELL COMPANIES 401(K) PROFIT SHARING PLAN | CYPRESS, TX | Advisor / Consultant ADVISOR | 160 | $12.0M | $33K |
| CALDWELL WATSON REAL ESTATE GROUP, INC. CALDWELL COMPANIES 401(K) PROFIT SHARING PLAN | CYPRESS, TX | Advisor / Consultant ADVISOR | 136 | $10.3M | $34K |
| THE POST OAK SCHOOL THE POST OAK SCHOOL RETIREMENT SAVINGS PLAN | BELLAIRE, TX | Advisor / Consultant ADVISOR | 133 | $10.1M | $32K |
| THE POST OAK SCHOOL THE POST OAK SCHOOL RETIREMENT SAVINGS PLAN | BELLAIRE, TX | Advisor / Consultant ADVISOR | 129 | $9.0M | $31K |
| URETEK USA, INC. URETEK USA, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | TOMBALL, TX | Advisor / Consultant INVESTMENT ADVISOR | 121 | $8.0M | $22K |
| THE POST OAK SCHOOL THE POST OAK SCHOOL RETIREMENT SAVINGS PLAN | BELLAIRE, TX | Advisor / Consultant ADVISOR | 119 | $7.8M | $37K |
| URETEK USA, INC. URETEK USA, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | TOMBALL, TX | Advisor / Consultant INVESTMENT ADVISOR | 134 | $7.2M | $20K |
| URETEK USA INC URETEK USA INC EMPLOYEE SAVINGS & RETIREMENT PLAN | TOMBALL, TX | Advisor / Consultant INVESTMENT ADVISOR | 173 | $6.6M | $20K |
| MEDINC OF TEXAS, INC. MEDINC OF TEXAS 401(K) PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 65 | $4.7M | $19K |
| MEDINC OF TEXAS, INC. MEDINC OF TEXAS 401(K) PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 93 | $4.5M | $20K |
| TRESTEN SNEED & ASSOCIATES, INC. TRESTEN SNEED & ASSOCIATES, INC. 401(K) PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 154 | $2.7M | $13K |