How big is Castleview Partners LLC's plan?

Castleview Partners LLC's plan reported $30K in assets and 10 participants for 2025.

Original filing (PDF)20260421105337NAL0002475217001

Castleview Partners LLC

Name: Castleview Partners LLC — Castleview Partners LLC, Form 5500 (2025)
Creator: Castleview Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Castleview Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Castleview Partners LLC's Castleview Partners LLC 401(k) Profit Sharing Plan & Trust held $30K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

People on this filing

Douglas GILL signed Castleview Partners LLC's 2025 Form 5500 as plan administrator.

Douglas GILL — 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

Castleview Partners LLC's EIN is 80-2256078.

EIN 80-2256078

Plan number 001

Plan year 2025

ACK ID 20260421105337NAL0002475217001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Castleview Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Castleview Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASTLEVIEW PARTNERS LLC.

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Plan health score

Above-average plan

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

Knocking points off