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  2. Glenn S. Caldwell Insurance Services Inc.

Filings through Oct 24, 2026.

Glenn S. Caldwell Insurance Services Inc.

EIN 86-1124762-insurance-Latest filing 2025
Plans
1
Retirement
1
$772K assets
Health & Benefits
0
Participants
30
14566 MONO WAY - SONORA, CA 95370209-532-5102LinkedIn1-10 employeesinsurance
Plans on this EIN
1 filing
#001401(k)-$772K - 30 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

GLENN S. CALDWELL INSURANCE SERVICES INC. 401(K) PLAN

401(k)

Assets$772K
Participants30
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001GLENN S. CALDWELL INSURANCE SERVICES INC. 401(K) PLAN401(k)$772K302025
  • GLENN S. CALDWELL INSURANCE SERVICES INC. 401(K) PLAN$772K
    #001 · 401(k) · 202530
Retirement plans
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