How big is Castle Rock Wealth Management's plan?

Castle Rock Wealth Management's plan reported $618K in assets and 4 participants for 2024.

Original filing (PDF)20250922120445NAL0005621152001

Castle Rock Wealth Management

Name: Castle Rock Wealth Management — Castle Rock Wealth, Form 5500 (2024)
Creator: Castle Rock Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Castle Rock Wealth Management Defined Benefit Plan

Defined-benefit pension plan · Castle Rock Wealth Management's Castle Rock Wealth Management Defined Benefit Plan held $618K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$618K

Net assets (EOY)

$618K

Plan identifiers

Castle Rock Wealth Management's EIN is 47-3565175.

EIN 47-3565175

Plan number 001

Plan year 2024

ACK ID 20250922120445NAL0005621152001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Castle Rock Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Castle Rock Wealth Management'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 ROCK WEALTH MANAGEMENT.

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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