How big is Castle Rock Wealth Management's plan?

Castle Rock Wealth Management's plan reported $215K in assets and 5 participants for 2024.

Original filing (PDF)20250922120209NAL0004683393001

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 401(k) Profit Sharing Plan

401(k) retirement plan · Castle Rock Wealth Management's Castle Rock Wealth Management 401(k) Profit Sharing Plan held $215K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$215K

Net assets (EOY)

$215K

Plan identifiers

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

EIN 47-3565175

Plan number 002

Plan year 2024

ACK ID 20250922120209NAL0004683393001

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 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 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score