Original filing (PDF)20250425113333NAL0019321074001

CASTRO & COMPANY, LLC

Name: CASTRO & COMPANY, LLC — CASTRO & COMPANY, LLC 401(K) PLAN, Form 5500 (2024)
Creator: CASTRO & COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

CASTRO & COMPANY, LLC 401(K) PLAN

401(k) retirement plan

Active participants

109

Accounts w/ balance

101

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASTRO & COMPANY, LLC.

Plan sponsor

Name

CASTRO & COMPANY, LLC

EIN

20-2494242

Address

1635 KING STREET · ALEXANDRIA, VA · 22314

Phone

(703) 705-7154

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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