How big is Castle Wealth Management, LLC's plan?

Castle Wealth Management, LLC's plan reported $1.4M in assets and 10 participants for 2024.

Original filing (PDF)20250612130653NAL0014819395001

Castle Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Castle Wealth Management 401(k) Plan

401(k) retirement plan · Castle Wealth Management, LLC's Castle Wealth Management 401(k) Plan held $1.4M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Castle Wealth Management, LLC's EIN is 65-0786404.

EIN 65-0786404

Plan number 001

Plan year 2024

ACK ID 20250612130653NAL0014819395001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Castle Wealth Management, LLC's plan includes profit-sharing, 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 CASTLE WEALTH MANAGEMENT, LLC.

Finding similar companies…

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