Plan Snapshot
- Plan Sponsor: Caldwell Holding Company
- Sponsor EIN: 720993130
- Sponsor Address: 208 MAIN STREET, COLUMBIA, LA, 71418
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 142 | $9.2M | $287,026 | $359,473 |
| 2023 | 146 | $8.5M | $278,226 | $355,346 |
| 2022 | 144 | $7.2M | $249,907 | $321,451 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SILAS SIMMONS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SILAS SIMMONS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $7,661 | — | — | — | — |
| 2023 | $12,140 | — | — | — | — |
| 2022 | $11,996 | — | — | — | $11,996 |