THE CASTRO FIRM, INC. 401(k) Plan
What public Form 5500 filings show about the THE CASTRO FIRM, INC. 401(k) plan — and how to find and check your own account.
The THE CASTRO FIRM, INC. 401(k) on its latest Form 5500
THE CASTRO FIRM, INC. (EIN 30-0620347) reports THE CASTRO FIRM, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $595K in plan assets across 4 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 THE CASTRO FIRM, INC. filing — schedules, fees, and providers.
Who runs the THE CASTRO FIRM, INC. 401(k)?
THE CASTRO FIRM, INC.’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 THE CASTRO FIRM, INC.HR for the recordkeeper’s name and login.
How to check your THE CASTRO FIRM, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask THE CASTRO FIRM, INC. 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).