How big is Castle Wealth Group. LLC's plan?

Castle Wealth Group. LLC's plan reported $298K in assets and 5 participants for 2025.

Original filing (PDF)20260424221128NAL0006182497084

Castle Wealth Group. LLC

Name: Castle Wealth Group. LLC — Castle Wealth Group. LLC, Form 5500 (2025)
Creator: Castle Wealth Group. LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Castle Wealth Group. LLC 401(k) Plan

401(k) retirement plan · Castle Wealth Group. LLC's Castle Wealth Group. LLC 401(k) Plan held $298K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$298K

Net assets (EOY)

$298K

Plan identifiers

Castle Wealth Group. LLC's EIN is 86-3813079.

EIN 86-3813079

Plan number 001

Plan year 2025

ACK ID 20260424221128NAL0006182497084

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Castle Wealth Group. LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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