Original filing (PDF)20240926143458NAL0001761250001

CASTLEMAN DONLEA AND ASSOCIATES

Name: CASTLEMAN DONLEA AND ASSOCIATES — CASTLEMAN DONLEA AND ASSOCIATES LLC 401(K), Form 5500 (2023)
Creator: CASTLEMAN DONLEA AND ASSOCIATES

Form 5500-SF

FILING_RECEIVED

CASTLEMAN DONLEA AND ASSOCIATES LLC 401(K)

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$277K

Net assets (EOY)

$277K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASTLEMAN DONLEA AND ASSOCIATES.

Plan sponsor

Name

CASTLEMAN DONLEA AND ASSOCIATES

EIN

82-1348184

Address

13531 MOUNT OLYMPUS · UNIVERSAL CITY, TX · 78148

Phone

(210) 260-6167

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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