How big is Castanea Partners Inc.'s plan?

Castanea Partners Inc.'s plan reported $3.9M in assets and 8 participants for 2025.

Original filing (PDF)20260521104121NAL0005008434001

Castanea Partners Inc.

Name: Castanea Partners Inc. — Castanea Partners Inc., Form 5500 (2025)
Creator: Castanea Partners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Castanea Partners Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Castanea Partners Inc.'s Castanea Partners Inc. 401(k) Profit Sharing Plan & Trust held $3.9M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Paul Gibbons signed Castanea Partners Inc.'s 2025 Form 5500 as plan administrator.

Paul Gibbons — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Castanea Partners Inc.'s EIN is 04-3567675.

EIN 04-3567675

Plan number 001

Plan year 2025

ACK ID 20260521104121NAL0005008434001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Castanea Partners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Castanea Partners Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score