· 2022–2024 · DOL EFAST2

Castillo & Vincent PLLC — Castillo & Vincent- 401(k), Form 5500 (2025)

Original filing (PDF)20260715094746NAL0003725794001

Castillo & Vincent PLLC

Form 5500-SF

FILING_RECEIVED

Castillo & Vincent- 401(k)

401(k) retirement plan · Castillo & Vincent PLLC's Castillo & Vincent- 401(k) held $123K in plan assets for 13 participants in 2025.

Active participants

13

Accounts w/ balance

18

Plan assets (EOY)

$123K

Net assets (EOY)

$123K

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

68

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASTILLO & VINCENT PLLC.

Plan sponsor

Name

CASTILLO & VINCENT PLLC

EIN

83-1277321all filings

Address

5245 HICKORY HOLLOW PKWY · ANTIOCH, TN · 37013

Phone

(860) 984-3743

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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