CASTLEKEEP INVESTMENT ADVISORS L 401(k) Plan
What public Form 5500 filings show about the CASTLEKEEP INVESTMENT ADVISORS L 401(k) plan — and how to find and check your own account.
The CASTLEKEEP INVESTMENT ADVISORS L 401(k) on its latest Form 5500
CASTLEKEEP INVESTMENT ADVISORS L (EIN 06-1581441) reports CASTLEKEEP INVESTMENT ADVISORS LLC 401(K) PLAN on its most recent Form 5500, with $784K in plan assets across 6 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 CASTLEKEEP INVESTMENT ADVISORS L filing — schedules, fees, and providers.
Who runs the CASTLEKEEP INVESTMENT ADVISORS L 401(k)?
CASTLEKEEP INVESTMENT ADVISORS L’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 CASTLEKEEP INVESTMENT ADVISORS LHR for the recordkeeper’s name and login.
How to check your CASTLEKEEP INVESTMENT ADVISORS L 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CASTLEKEEP INVESTMENT ADVISORS L 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).