Original filing (PDF)20241209093021NAL0010458209001

Castle Branch, Inc.

Name: Castle Branch, Inc. — Castle Branch, Inc. 401(k), Form 5500 (2023)
Creator: Castle Branch, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Castle Branch, Inc. 401(k) Plan

401(k) retirement plan · Castle Branch, Inc.'s Castle Branch, Inc. 401(k) Plan filed a Form 5500 for plan year 2023, with The Standard (StanCorp) as recordkeeper.

Signals · 2

Late filing · 8.8 moLate participant contributions

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Kathleen Eaton signed Castle Branch, Inc.'s 2023 Form 5500 as plan administrator.

Kathleen Eaton — 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

Castle Branch, Inc.'s EIN is 56-2169613.

EIN 56-2169613

Plan number 001

Plan year 2023

ACK ID 20241209093021NAL0010458209001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Castle Branch, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Castle Branch, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 BRANCH, INC.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 8.8 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

CASTLE BRANCH, INC

EIN

all filings

Address

1844 SIR TYLER DRIVE · WILMINGTON, NC · 28405

Phone

(910) 815-3880

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-04-30

Filed

2024-12-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$22K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.