Sponsor portfolio
THE CASWOOD GROUP
EIN 16-1497397management consultingLatest filing 2025
Plans
1
Retirement
1
$2K assets
Welfare
0
Participants
2
811 AYRAULT RD. STE. 2 - FAIRPORT, NY 14450585-425-0332caswood.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE CASWOOD GROUP 401(K) PLAN | 401k | $2K | 2 | 2025 |
Retirement plans