· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CASTLEROCK FORMING & TRANSPORT, INC — CASTLEROCK FARMING & TRANSPORT, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250617130006NAL0001818177001
CASTLEROCK FORMING & TRANSPORT, INC
Form 5500-SF
FILING_RECEIVED
CASTLEROCK FARMING & TRANSPORT, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
37
Accounts w/ balance
34
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CASTLEROCK FORMING & TRANSPORT, INC
.
Find decision makers
Plan sponsor
Name
CASTLEROCK FORMING & TRANSPORT, INC
EIN
71-0561252
Address
ROUTE 2, BOX 299 · DELANO, CA · 93215
Phone
(661) 721-1058
Industry
Agriculture, Forestry, Fishing, Hunting
see 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
2025-06-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
NORTHWEST WHOLESALE, INC.
NORTHWEST WHOLESALE, INC. 401(K) PLAN
$6.0M · 55 participants
DEWITT COMPANY, INC.
DEWITT COMPANY'S 401(K) RETIREMENT SAVINGS PLAN
$6.2M · 78 participants
U.S. DAIRY SYSTEMS, INC.
U.S. DAIRY SYSTEMS, INC. 401(K) PLAN
$6.2M · 184 participants
SUREPOINT AG SYSTEMS, INC.
SUREPOINT AG SYSTEMS, INC. 401(K) PLAN
$5.9M · 126 participants
AUGUSTA COOPERATIVE FARM BUREAU, INC.
AUGUSTA COOPERATIVE FARM BUREAU, INC. 401(K) SAVINGS PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$6.2M · 97 participants
AGFINITY, INC.
CO-OP 401(K) PLAN
$6.2M · 150 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
