CADDELL & CO., LLC
Plan context: CADDELL & CO, LLC RETIREMENT SAVINGS PLAN
EIN 73-1546758 • Norman, OK • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$1,407,847
2025 Contributions
$257,104
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $1,407,847 | $257,104 | $28,567iApproximate average salary by contribution assumption: employee only about $714,178 at 4% or $476,119 at 6%; with 50% employer match about $476,119 at 4% or $317,412 at 6%; with 100% employer match about $357,089 at 4% or $238,059 at 6%. |
| CADDELL & CO, LLC RETIREMENT SAVINGS PLAN | - | 9 | $1,407,847 | $257,104 | $28,567iApproximate average salary by contribution assumption: employee only about $714,178 at 4% or $476,119 at 6%; with 50% employer match about $476,119 at 4% or $317,412 at 6%; with 100% employer match about $357,089 at 4% or $238,059 at 6%. |
| 2024 | 1 | 8 | $994,189 | $159,215 | $19,902iApproximate average salary by contribution assumption: employee only about $497,547 at 4% or $331,698 at 6%; with 50% employer match about $331,698 at 4% or $221,132 at 6%; with 100% employer match about $248,773 at 4% or $165,849 at 6%. |
| CADDELL & CO, LLC RETIREMENT SAVINGS PLAN | - | 8 | $994,189 | $159,215 | $19,902iApproximate average salary by contribution assumption: employee only about $497,547 at 4% or $331,698 at 6%; with 50% employer match about $331,698 at 4% or $221,132 at 6%; with 100% employer match about $248,773 at 4% or $165,849 at 6%. |
| 2023 | 1 | 8 | $673,945 | $628,219 | $78,527iApproximate average salary by contribution assumption: employee only about $1,963,184 at 4% or $1,308,790 at 6%; with 50% employer match about $1,308,790 at 4% or $872,526 at 6%; with 100% employer match about $981,592 at 4% or $654,395 at 6%. |
| CADDELL & CO, LLC RETIREMENT SAVINGS PLAN | - | 8 | $673,945 | $628,219 | $78,527iApproximate average salary by contribution assumption: employee only about $1,963,184 at 4% or $1,308,790 at 6%; with 50% employer match about $1,308,790 at 4% or $872,526 at 6%; with 100% employer match about $981,592 at 4% or $654,395 at 6%. |