Original filing (PDF)20250613143347NAL0017965233001

CASTLEWOOD INC.

Name: CASTLEWOOD INC. — CASTLEWOOD INC. 401(K) PLAN, Form 5500 (2024)
Creator: CASTLEWOOD INC.

Form 5500-SF

FILING_RECEIVED

CASTLEWOOD INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$548K

Net assets (EOY)

$548K

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASTLEWOOD INC..

Plan sponsor

Name

CASTLEWOOD INC.

EIN

47-1871302

Address

24612 EAST ONTARIO DRIVE · AURORA, CO · 80016

Phone

(719) 930-6704

Industry

Accommodation & Food Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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