How big is Castalia Advisors LLC's plan?

Castalia Advisors LLC's plan reported $1.6M in assets and 2 participants for 2024.

Original filing (PDF)20250625092853NAL0011065136001

Castalia Advisors LLC

Name: Castalia Advisors LLC — Castalia Advisors LLC Profit, Form 5500 (2024)
Creator: Castalia Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Castalia Advisors LLC Profit Sharing 401(k) Plan

401(k) retirement plan · Castalia Advisors LLC's Castalia Advisors LLC Profit Sharing 401(k) Plan held $1.6M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Jay C. Goodgal signed Castalia Advisors LLC's 2024 Form 5500 as plan administrator.

Jay C. Goodgal — 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

Castalia Advisors LLC's EIN is 30-0208528.

EIN 30-0208528

Plan number 001

Plan year 2024

ACK ID 20250625092853NAL0011065136001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Castalia Advisors LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASTALIA ADVISORS 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