Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CALDERWOOD FINANCIAL STRATEGIES, INC.
EIN 91-2106031financial servicesLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
9
510 BERING DRIVE, SUITE 540 - HOUSTON, TX 77057713-808-9077calderwoodfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 9 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
CALDERWOOD FINANCIAL STRATEGIES, INC. RETIREMENT PLAN
CashBalance
Assets$2.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CALDERWOOD FINANCIAL STRATEGIES, INC. PROFIT SHARING PLAN
401k
Assets$329K
Participants4
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 | CALDERWOOD FINANCIAL STRATEGIES, INC. RETIREMENT PLAN | CashBalance | $2.7M | 5 | 2024 | |
| 002 | CALDERWOOD FINANCIAL STRATEGIES, INC. PROFIT SHARING PLAN | 401k | $329K | 4 | 2025 |
Retirement plans