# The Caldwell Group, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/the-caldwell-group-inc-362896884-501

> The Caldwell Group, INC.'s Health & Welfare plan: 175 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 Group, INC.

- **Sponsor EIN:** 362896884

- **Sponsor Address:** 200 STATE ST., BELOIT, WI, 53511

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 175

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|175|$0|$0|$0|

| 2024|160|$0|$0|$0|

| 2023|128|$0|$0|$0|

| 2022|120|$0|$0|$0|

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