Caldwell Trust

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

907

Total plan assets

$13.6M

Filings (rows)

Direct comp

$16K

Indirect comp

$42K

Aggregating 2 name variants under "CALDWELL TRUST"

Click a variant to view it alone

CALDWELL TRUST4 CALDWELL TRUST COPMANY1

SERVICES PROVIDED

Other service providers3

Advisor / Consultant2

Plans served

All 5 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Easter Seals of Southwest Florida Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan · all filings	SARASOTA, FL	Other service providers	157	$4.6M	$0	$17K
Easter Seals of Southwest Florida Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan · all filings	SARASOTA, FL	Other service providers	174	$3.8M	$0	$14K
Easter Seals of Southwest Florida Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan · all filings	SARASOTA, FL	Other service providers	159	$2.7M	$0	$11K
Boys & Girls Club of Sarasota County, Inc. Boys & Girls Club of Sarasota County, Inc. 403(b) Plan · all filings	SARASOTA, FL	Advisor / Consultant	165	$1.7M	$8K	$0
Gecko's Hospitality Group, LLC Gecko's Hospitality Group, LLC 401(k) Plan · all filings	SARASOTA, FL	Advisor / Consultant	252	$869K	$8K	$0