Original filing (PDF)20250523070243NAL0002911171001

CASTLE SERVICES OF SOUTHWEST FLO

Name: CASTLE SERVICES OF SOUTHWEST FLO — CASTLE SERVICES OF SOUTHWEST FLORIDA, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CASTLE SERVICES OF SOUTHWEST FLO

Form 5500-SF

FILING_RECEIVED

CASTLE SERVICES OF SOUTHWEST FLORIDA, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASTLE SERVICES OF SOUTHWEST FLO.

Plan sponsor

Name

CASTLE SERVICES OF SOUTHWEST FLO

EIN

59-3619273

Address

3963 ENTERPRISE AVE · NAPLES, FL · 34119

Phone

(239) 304-4620

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-23

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)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

BACH PLUMBING HEATING CO

BACH PLUMBING HEATING CO 401(K) PROFIT SHARING PLAN

$1.9M · 27 participants

WILLIAMS FENCE OF CNY, INC.

WILLIAMS FENCE OF CNY, INC. 401(K)/PROFIT SHARING PLAN

$1.9M · 47 participants

A & P DEVELOPMENT & CONSTRUCTION, INC.

A & P DEVELOPMENT & CONSTRUCTION, INC. 401(K) PLAN

$1.9M

A. RAIMONDO, INC.

A RAIMONDO INC , PROFIT SHARING PLAN

$1.9M

PD INDUSTRIES, INC.

MAINE FIRE PROTECTION 401(K) PLAN