Original filing (PDF)20251015223804NAL0003056707001

THE CASTOLEUM CORPORATION

Name: THE CASTOLEUM CORPORATION — THE CASTOLEUM CORPORATION CASH BALANCE PLAN, Form 5500 (2024)
Creator: THE CASTOLEUM CORPORATION

Form 5500-SF

FILING_RECEIVED

THE CASTOLEUM CORPORATION CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CASTOLEUM CORPORATION.

Plan sponsor

Name

THE CASTOLEUM CORPORATION

EIN

13-1881275

Address

240 EAST 7TH STREET · MT. VERNON, NY · 10550

Phone

(914) 664-5877

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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