Filings through .
Sponsor portfolio
Caldwell Insurance Agency LLC
EIN 82-1674246Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$77K assets
Welfare
0
Participants
17
908 WALNUT ROAD - CHARLESTON, WV 25314681-265-3735
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 | CALDWELL INSURANCE AGENCY LLC | 401(k) | $77K | 17 | 2024 |
Retirement plans