How big is Castle Realty, LLC's plan?

Castle Realty, LLC's plan reported $368K in assets and 4 participants for 2024.

Original filing (PDF)20251008085539NAL0005299073001

Castle Realty, LLC

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

Form 5500-SF

FILING_RECEIVED

Castle Realty 401(k) Retirement Plan

401(k) retirement plan · Castle Realty, LLC's Castle Realty 401(k) Retirement Plan held $368K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$368K

Net assets (EOY)

$368K

People on this filing

Jenny Gloede signed Castle Realty, LLC's 2024 Form 5500 as plan administrator.

Jenny Gloede — 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 Realty, LLC's EIN is 27-1664603.

EIN 27-1664603

Plan number 001

Plan year 2024

ACK ID 20251008085539NAL0005299073001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Castle Realty, LLC'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 REALTY, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CASTLE REALTY, LLC

EIN

all filings

Address

2218 STATE ROAD 16 · LA CROSSE, WI · 54601

Phone

(608) 519-2345

Industry

Real Estate

Plan administrator