Calderwood Financial Strategies — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Calderwood Financial Strategies is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $126,663 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation dashboard
Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Calderwood Financial Strategies. Bars show relative scale.
- 1
- 2
- 3
State footprint
Where Calderwood Financial Strategies appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.
- 1TX3 plan(s)
City footprint
Cities where plans reporting Calderwood Financial Strategies are sponsored, by plan count.
- 1Bellaire, TX1 plan(s)
- 2Cypress, TX1 plan(s)
- 3Spring, TX1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1Twin Eagle Holdings N.A., LLC, TX · Direct $62.2K · 2023
- 2Caldwell Watson Real Estate Group, Inc., TX · Direct $33K · 2023
- 3
Frequently asked questions
- What does Form 5500 Schedule C report about Calderwood Financial Strategies?
- Public Form 5500 Schedule C filings report compensation paid to Calderwood Financial Strategies as a plan service provider. Across loaded filings, total reported compensation is $126,663.
- How many plans report Calderwood Financial Strategies as a service provider?
- Calderwood Financial Strategies appears on 3 loaded plan(s) across 3 sponsor(s).
Related Form 5500 pages
- Twin Eagle Resource Management 401(K) Plan (plan 002)
- Twin Eagle Holdings N.A., LLC — all reported plans
- Caldwell Companies 401(K) Profit Sharing Plan (plan 002)
- Caldwell Watson Real Estate Group, Inc. — all reported plans
- The Post Oak School Retirement Savings Plan (plan 001)
- The Post Oak School — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources