What public Form 5500 filings show about the Donald Keith Roosevelt Castle 401(k) plan — and how to find and check your own account.
Donald Keith Roosevelt Castle (EIN 36-4617457) reports DONALD KEITH ROOSEVELT CASTLE 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $648 in plan assets across 1 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 Donald Keith Roosevelt Castle filing — schedules, fees, and providers.
Donald Keith Roosevelt Castle’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 Donald Keith Roosevelt CastleHR for the recordkeeper’s name and login.