CASTLE ROCK WEALTH MANAGEMENT 401(k) Plan
What public Form 5500 filings show about the CASTLE ROCK WEALTH MANAGEMENT 401(k) plan — and how to find and check your own account.
The CASTLE ROCK WEALTH MANAGEMENT 401(k) on its latest Form 5500
CASTLE ROCK WEALTH MANAGEMENT (EIN 47-3565175) reports CASTLE ROCK WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $215K in plan assets across 5 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full CASTLE ROCK WEALTH MANAGEMENT filing — schedules, fees, and providers.
Who runs the CASTLE ROCK WEALTH MANAGEMENT 401(k)?
CASTLE ROCK WEALTH MANAGEMENT’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask CASTLE ROCK WEALTH MANAGEMENTHR for the recordkeeper’s name and login.
How to check your CASTLE ROCK WEALTH MANAGEMENT 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CASTLE ROCK WEALTH MANAGEMENT HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).