# The Caldwell Foundation 401(k) Plan
Source: https://planprovider.pro/companies/the-caldwell-foundation-401k-plan

> The Caldwell Foundation's 401(k) plan: 106 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Caldwell Foundation

- **Sponsor EIN:** 756004080

- **Sponsor Address:** PO BOX 4280, TYLER, TX, 757124280

- **Plan Type:** 401(k)

- **Total Participants:** 106

- **Total Assets:** $4.1M

## 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|106|$4.1M|$159,044|$199,124|

| 2023|96|$3.7M|$138,647|$178,228|

| 2022|93|$3.4M|$127,724|$156,355|

## 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|

| HENRY & PETERS, PC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HENRY & PETERS, PC.](https://planprovider.pro/provider/henry-and-peters-pc) — 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|$2,178|—|—|—|—|

| 2023|$1,623|—|—|—|—|

| 2022|$1,145|—|—|—|$1,145|

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