How big is Castlekeep Investment Advisors L's plan?

Castlekeep Investment Advisors L's plan reported $784K in assets and 6 participants for 2024.

Original filing (PDF)20250610082306NAL0014610625001

Castlekeep Investment Advisors L

Name: Castlekeep Investment Advisors L — Castlekeep, Form 5500 (2024)
Creator: Castlekeep Investment Advisors L
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Castlekeep Investment Advisors LLC 401(k) Plan

401(k) retirement plan · Castlekeep Investment Advisors L's Castlekeep Investment Advisors LLC 401(k) Plan held $784K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$784K

Net assets (EOY)

$784K

People on this filing

Charles Haberstroh signed Castlekeep Investment Advisors L's 2024 Form 5500 as plan administrator.

Charles Haberstroh — 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

Castlekeep Investment Advisors L's EIN is 06-1581441.

EIN 06-1581441

Plan number 001

Plan year 2024

ACK ID 20250610082306NAL0014610625001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Castlekeep Investment Advisors L from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Castlekeep Investment Advisors L's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASTLEKEEP INVESTMENT ADVISORS L.

Finding similar companies…

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