Calderwood Financial Strategies I

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

Active participants

3,493

Total plan assets

$168.9M

Filings (rows)

Direct comp

$80K

Indirect comp

Showing only "CALDERWOOD FINANCIAL STRATEGIES I"

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CALDERWOOD FINANCIAL STRATEGIES16 CALDERWOOD FINANCIAL STRATEGIES I3

SERVICES PROVIDED

Broker2

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Meriton, LLC Meriton, LLC 401(k) Profit Sharing Plan · all filings	IRVING, TX	Other service providers	1,116	$124.8M	$5K	$0
Heath Consultants Incorporated Heath Consultants Incorporated Profit Sharing & Retirement Plan · all filings	HOUSTON, TX	Broker	1,158	$23.4M	$42K	$0
Heath Consultants Incorporated Heath Consultants Incorporated Profit Sharing & Retirement Plan · all filings	HOUSTON, TX	Broker	1,219	$20.7M	$33K	$0