How big is Castle Financial Management, LLC's plan?

Castle Financial Management, LLC's plan reported $8.4M in assets and 16 participants for 2024.

Original filing (PDF)20250520104826NAL0001434544001

Castle Financial Management, LLC

Name: Castle Financial Management, LLC — Castle Financial, Form 5500 (2024)
Creator: Castle Financial Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Castle Financial Management, LLC 401(k) Plan

401(k) retirement plan · Castle Financial Management, LLC's Castle Financial Management, LLC 401(k) Plan held $8.4M in plan assets for 16 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

People on this filing

ERIK Maschler signed Castle Financial Management, LLC's 2024 Form 5500 as plan administrator.

ERIK Maschler — 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 Financial Management, LLC's EIN is 37-1489407.

EIN 37-1489407

Plan number 001

Plan year 2024

ACK ID 20250520104826NAL0001434544001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Castle Financial Management, 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 FINANCIAL MANAGEMENT, 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