How big is Castle Retail Group's plan?

Castle Retail Group's plan reported $1.1M in assets and 117 participants for 2024.

Original filing (PDF)20250707143914NAL0009234642001

Castle Retail Group

Name: Castle Retail Group — Castle Retail Group 401(k), Form 5500 (2024)
Creator: Castle Retail Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Castle Retail Group 401(k) Profit Sharing Plan

401(k) retirement plan · Castle Retail Group's Castle Retail Group 401(k) Profit Sharing Plan held $1.1M in plan assets for 117 participants in 2024.

Active participants

117

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Anthony Warren signed Castle Retail Group's 2024 Form 5500 as plan administrator.

Anthony Warren — 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

Castle Retail Group's EIN is 14-1858718.

EIN 14-1858718

Plan number 001

Plan year 2024

ACK ID 20250707143914NAL0009234642001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Castle Retail Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Castle Retail Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASTLE RETAIL GROUP.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score