How big is Castillo & West Accountancy Corp.'s plan?

Castillo & West Accountancy Corp.'s plan reported $2.8M in assets and 8 participants for 2024.

Original filing (PDF)20251014183714NAL0007139778001

Castillo & West Accountancy Corp.

Name: Castillo & West Accountancy Corp. — Castillo & West, Form 5500 (2024)
Creator: Castillo & West Accountancy Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Castillo & West Accountancy Corporation

401(k) retirement plan · Castillo & West Accountancy Corp.'s Castillo & West Accountancy Corporation held $2.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

ERYN C. West signed Castillo & West Accountancy Corp.'s 2024 Form 5500 as plan administrator.

ERYN C. West — 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

Castillo & West Accountancy Corp.'s EIN is 56-2433686.

EIN 56-2433686

Plan number 001

Plan year 2024

ACK ID 20251014183714NAL0007139778001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Castillo & West Accountancy Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Castillo & West Accountancy Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASTILLO & WEST ACCOUNTANCY CORP.

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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