How big is Castlewood Inc.'s plan?

Castlewood Inc.'s plan reported $548K in assets and 40 participants for 2024.

Original filing (PDF)20250613143347NAL0017965233001

Castlewood Inc.

Name: Castlewood Inc. — Castlewood Inc. 401(k) Plan, Form 5500 (2024)
Creator: Castlewood Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Castlewood Inc. 401(k) Plan

401(k) retirement plan · Castlewood Inc.'s Castlewood Inc. 401(k) Plan held $548K in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$548K

Net assets (EOY)

$548K

People on this filing

Anthony Ward AS Attorney signed Castlewood Inc.'s 2024 Form 5500 as plan administrator.

Anthony Ward AS Attorney — 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

Castlewood Inc.'s EIN is 47-1871302.

EIN 47-1871302

Plan number 001

Plan year 2024

ACK ID 20250613143347NAL0017965233001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Castlewood Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Castlewood Inc.'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 CASTLEWOOD INC..

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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

Knocking points off