Shirley Horner signed Castle Biosciences, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Castle Biosciences, Inc.'s EIN is 77-0701774.
Download the official 2024 Form 5500 (PDF) for Castle Biosciences, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Castle Biosciences, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | — | AUSTIN, TX | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTH AMERICAN KTRADE ALLIANCE, LLC | 32-0169227 | — | RECORDKEEPER | $70K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $7.3M | 13.8% | |
| Charles Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $6.0M | 11.3% | |
| Charles Schwab Target 2040 Index Fund | Common Collective Trusts | — | — | $4.3M | 8.0% | |
| Charles Schwab Target 2045 Index Fund | Common Collective Trusts | — | — | $4.0M | 7.6% | |
| Vanguard Value Index Fund - Admiral Shares | Common Collective Trusts | — | — | $3.0M | 5.6% | |
| Charles Schwab Target 2050 Index Fund | Common Collective Trusts | — | — | $2.9M | 5.5% | |
| Charles Schwab Target 2060 Index Fund | Common Collective Trusts | — | — | $2.9M | 5.5% | |
| Dimensional Fund Advisors Intl Large Cap Growth Portfolio - Instl | Mutual Funds | — | — | $2.6M | 4.9% | |
| Charles Schwab Target 2055 Index Fund | Common Collective Trusts | — | — | $1.9M | 3.6% | |
| Charles Schwab Target 2035 Index Fund | Common Collective Trusts | — | — | $1.7M | 3.1% | |
| Fidelity Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $1.5M | 2.9% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $1.5M | 2.9% | |
| Dimensional Fund Advisors U.S. Small Cap Growth Portfolio - Instl | Mutual Funds | — | — | $1.5M | 2.8% | |
| Dimensional Fund Advisors U.S. Vector Equity Fund - Instl | Mutual Funds | — | — | $1.1M | 2.0% | |
| GQG Partners Emerging Markets Equity Fund - Instl | Other securities | — | — | $1.1M | 2.0% | |
| Vanguard Small Cap Value Index Fund - Admiral Shares | Common Collective Trusts | — | — | $1.0M | 1.9% | |
| Vanguard Treasury Money Market Fund | Mutual Funds | — | — | $963K | 1.8% | |
| Dimensional Fund Advisors Real Estate Securities Portfolio - Instl | Mutual Funds | — | — | $948K | 1.8% | |
| American Funds High-Income Trust - R5 Shares | Mutual Funds | — | — | $922K | 1.7% | |
| Vanguard Short-Term Corporate Bond Index Fund | Common Collective Trusts | — | — | $801K | 1.5% | |
| Vanguard Balanced Index Fund - Admiral Shares | Common Collective Trusts | — | — | $667K | 1.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $642K | 1.2% | |
| Charles Schwab Target 2030 Index Fund | Common Collective Trusts | — | — | $566K | 1.1% | |
| Vanguard Small Cap Index Fund - Admiral Shares | Common Collective Trusts | — | — | $560K | 1.1% | |
| Notes receivable Notes receivable from participants with interest rates from participants ranging from 4.25% to 10.50% annual - | Bonds / Notes | — | — | $550K | 1.0% | |
| Charles Schwab Target 2025 Index Fund | Common Collective Trusts | — | — | $524K | 1.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $432K | 0.8% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $366K | 0.7% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $290K | 0.5% | |
| Charles Schwab Target 2015 Index Fund | Common Collective Trusts | — | — | $70K | 0.1% | |
| Charles Schwab Target 2020 Index Fund | Common Collective Trusts | — | — | $53K | 0.1% | |
| Charles Schwab Target 2010 Index Fund | Common Collective Trusts | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADP, INC. |
| 13-3036745 |
| — |
| RECORD KEEPER |
| $25K |
| — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLANNING CONSULTANTS, INC.H | — | ALBUQUERQUE, NM | ADMINISTRATOR | $9K | — |
