Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
C. STEPHEN CALDWELL, D.D.S., P.A.
EIN 74-2276137medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
38
9398 VISCOUNT BLVD, BLDG 1-A - EL PASO, TX 79925915-598-6702caldwelldimmitt.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 38 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#001
C. STEPHEN CALDWELL, D.D.S., P.A. PENSION PLAN
401k
Assets$2.2M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
C. STEPHEN CALDWELL, D.D.S., P.A. CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$1.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | C. STEPHEN CALDWELL, D.D.S., P.A. PENSION PLAN | 401k | $2.2M | 22 | 2025 | |
| 002 | C. STEPHEN CALDWELL, D.D.S., P.A. CASH BALANCE PENSION PLAN & TRUST | CashBalance | $1.3M | 16 | 2025 |
Retirement plans