How big is Castellan Group's plan?

Castellan Group's plan reported $1.5M in assets and 9 participants for 2025.

Original filing (PDF)20260519093518NAL0000899713001

Castellan Group

Name: Castellan Group — Castellan Group 401(k) Retirement, Form 5500 (2025)
Creator: Castellan Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Castellan Group 401(k) Retirement Plan

401(k) retirement plan · Castellan Group's Castellan Group 401(k) Retirement Plan held $1.5M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Castellan Group's EIN is 83-2359191.

EIN 83-2359191

Plan number 001

Plan year 2025

ACK ID 20260519093518NAL0000899713001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Castellan Group's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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