Original filing (PDF)20251013135433NAL0001368801001

CASTLE AND KEY DISTILLERY

Name: CASTLE AND KEY DISTILLERY — CASTLE AND KEY RETIREMENT PLAN, Form 5500 (2024)
Creator: CASTLE AND KEY DISTILLERY

Form 5500-SF

FILING_RECEIVED

CASTLE AND KEY RETIREMENT PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

129

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASTLE AND KEY DISTILLERY.

Plan sponsor

Name

CASTLE AND KEY DISTILLERY

EIN

46-5296777

Address

4445 MCCRACKEN PIKE · FRANKFORT, KY · 40601

Phone

(502) 395-9067

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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