How big is Castillo and Co's plan?

Castillo and Co's plan reported $3K in assets and 3 participants for 2024.

Original filing (PDF)20250628050335NAL0024046514001

Castillo and Co

Name: Castillo and Co — KDM Building Solutions LLC 401(k), Form 5500 (2024)
Creator: Castillo and Co
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KDM Building Solutions LLC 401(k) Plan

401(k) retirement plan · Castillo and Co's KDM Building Solutions LLC 401(k) Plan held $3K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

Lindsey Castillo signed Castillo and Co's 2024 Form 5500 as plan administrator.

Lindsey Castillo — 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

Castillo and Co's EIN is 82-2509024.

EIN 82-2509024

Plan number 001

Plan year 2024

ACK ID 20250628050335NAL0024046514001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Castillo and Co from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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