How big is Castleton Capital Financial Solutions, Inc.'s plan?

Castleton Capital Financial Solutions, Inc.'s plan reported $1.3M in assets and 4 participants for 2025.

Original filing (PDF)20260512133611NAL0006748241001

Castleton Capital Financial Solutions, Inc.

Name: Castleton Capital Financial Solutions, Inc. — Form 5500 Plan 001 (2025)
Creator: Castleton Capital Financial Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Castleton Capital Financial Solutions 401(k) Plan

401(k) retirement plan · Castleton Capital Financial Solutions, Inc.'s Castleton Capital Financial Solutions 401(k) Plan held $1.3M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Castleton Capital Financial Solutions, Inc.'s EIN is 27-3377516.

EIN 27-3377516

Plan number 001

Plan year 2025

ACK ID 20260512133611NAL0006748241001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Castleton Capital Financial Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Castleton Capital Financial Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASTLETON CAPITAL FINANCIAL SOLUTIONS, INC..

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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