How big is Castle Benefits, LLC's plan?

Castle Benefits, LLC's plan reported $3.3M in assets and 3 participants for 2024.

Original filing (PDF)20251010151837NAL0018361922001

Castle Benefits, LLC

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

Form 5500-SF

FILING_RECEIVED

Castle Benefits, LLC Defined Benefit Pension Plan

Defined-benefit pension plan · Castle Benefits, LLC's Castle Benefits, LLC Defined Benefit Pension Plan held $3.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Wesley Mason signed Castle Benefits, LLC's 2024 Form 5500 as plan administrator.

Wesley Mason — 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 Benefits, LLC's EIN is 46-3285613.

EIN 46-3285613

Plan number 001

Plan year 2024

ACK ID 20251010151837NAL0018361922001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Castle Benefits, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASTLE BENEFITS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score