Original filing (PDF)20250717162924NAL0000689425001

CASTLE DELIVERY SERVICES, LLC

Name: CASTLE DELIVERY SERVICES, LLC — CASTLE DELIVERY SERVICES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: CASTLE DELIVERY SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

CASTLE DELIVERY SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$202K

Net assets (EOY)

$202K

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 CASTLE DELIVERY SERVICES, LLC.

Plan sponsor

Name

CASTLE DELIVERY SERVICES, LLC

EIN

87-2222718

Address

109 N STATE STREET · NEWTOWN, PA · 18940

Phone

(267) 980-2061

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Transportation & Warehousing plans

HOWLETT LOGISTICS LLC.

HOWLETT LOGISTICS 401(K) PLAN

$202K · 93 participants

THE STAN GROUP INC

THE STAN GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

$201K · 20 participants

I SUPPLY

I SUPPLY 401(K) PLAN

$201K · 2 participants

GMFC INDUSTRIES

GMFC INDUSTRIES 401(K) PLAN

$201K · 11 participants

PRIDE DELIVERY SERVICES, LLC

PRIDE DELIVERY SERVICES, LLC 401(K) PLAN

$201K · 112 participants