P 401(k) Plan Report

Stable plan record

CADDELL & CO, LLC RETIREMENT SAVINGS PLAN

Sponsored by CADDELL & CO., LLC · EIN/PN 731546758-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$16,280
Administrative cost per participant
2025
$1,225
Active participants
2025
9
Total plan assets
2025
$1,407,847
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260407135523NAL00119084480019$16,280
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.