Original filing (PDF)20251229132415NAL0017720225001

CASTELLAN GROUP LLC

Name: CASTELLAN GROUP LLC — CASTELLAN GROUP LLC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: CASTELLAN GROUP LLC

Form 5500-SF

FILING_RECEIVED

CASTELLAN GROUP LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$14K

Net assets (EOY)

$4K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASTELLAN GROUP LLC.

Plan sponsor

Name

CASTELLAN GROUP LLC

EIN

83-2359191

Address

2527 NELSON MILLER PARKWAY · STE 207 · LOUISVILLE, KY · 40223

Phone

(859) 494-0523

Industry

Finance & Insurancesee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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