Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J. CALDARERA & COMPANY, INC.
EIN 72-0895861ConstructionLatest filing 2024
Plans
3
Retirement
2
$6.8M assets
Welfare
1
Participants
62
201 WOODLAND DRIVE - LAPLACE, LA 70068985-652-7676
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M assets / 45 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
J. CALDARERA & COMPANY, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$5.3M
Participants17
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
J. CALDARERA AND COMPANY, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.5M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#002
J. CALDARERA & COMPANY, INC. DEFINED BENEFIT PENSION PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | J. CALDARERA & COMPANY, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $5.3M | 17 | 2024 | |
| 001 | J. CALDARERA AND COMPANY, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.5M | 28 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | J. CALDARERA & COMPANY, INC. DEFINED BENEFIT PENSION PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans