How big is Castro & Company, LLC's plan?

Castro & Company, LLC's plan reported $5.3M in assets and 109 participants for 2024.

Original filing (PDF)20250425113333NAL0019321074001

Castro & Company, LLC

Name: Castro & Company, LLC — Castro & Company, LLC 401(k), Form 5500 (2024)
Creator: Castro & Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Castro & Company, LLC 401(k) Plan

401(k) retirement plan · Castro & Company, LLC's Castro & Company, LLC 401(k) Plan held $5.3M in plan assets for 109 participants in 2024.

Active participants

109

Accounts w/ balance

101

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Miranda Schwehr signed Castro & Company, LLC's 2024 Form 5500 as plan administrator.

Miranda Schwehr — 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

Castro & Company, LLC's EIN is 20-2494242.

EIN 20-2494242

Plan number 001

Plan year 2024

ACK ID 20250425113333NAL0019321074001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Castro & Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Castro & Company, 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 CASTRO & COMPANY, LLC.

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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