How big is Castleoak Securities, L.P.'s plan?

Castleoak Securities, L.P.'s plan reported $11.2M in assets and 70 participants for 2024.

Original filing (PDF)20250610114951NAL0025580256001

Castleoak Securities, L.P.

Name: Castleoak Securities, L.P. — Castleoak 401(k) Plan, Form 5500 (2024)
Creator: Castleoak Securities, L.P.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Castleoak 401(k) Plan

401(k) retirement plan · Castleoak Securities, L.P.'s Castleoak 401(k) Plan held $11.2M in plan assets for 70 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

People on this filing

Shirley Horner signed Castleoak Securities, L.P.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Castleoak Securities, L.P.'s EIN is 45-0496456.

EIN 45-0496456

Plan number 001

Plan year 2024

ACK ID 20250610114951NAL0025580256001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Castleoak Securities, L.P. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Castleoak Securities, L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASTLEOAK SECURITIES, L.P..

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Plan health score

Above-average plan

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

Knocking points off