How big is Castle Legal, LLC's plan?

Castle Legal, LLC's plan reported $1.1M in assets and 26 participants for 2025.

Original filing (PDF)20260505114923NAL0001217952001

Castle Legal, LLC

Name: Castle Legal, LLC — Castle Legal, LLC 401(k) Plan, Form 5500 (2025)
Creator: Castle Legal, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Castle Legal, LLC 401(k) Plan

401(k) retirement plan · Castle Legal, LLC's Castle Legal, LLC 401(k) Plan held $1.1M in plan assets for 26 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Edward Jarot signed Castle Legal, LLC's 2025 Form 5500 as plan administrator.

Edward Jarot — 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 Legal, LLC's EIN is 20-2154670.

EIN 20-2154670

Plan number 001

Plan year 2025

ACK ID 20260505114923NAL0001217952001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Castle Legal, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Castle Legal, LLC'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 CASTLE LEGAL, LLC.

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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