How big is Castle Investments LLC's plan?

Castle Investments LLC's plan reported $62K in assets and 6 participants for 2024.

Original filing (PDF)20250606054537NAL0012395921001

Castle Investments LLC

Name: Castle Investments LLC — Castle Investments 401(k), Form 5500 (2024)
Creator: Castle Investments LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Castle Investments 401(k) Plan

401(k) retirement plan · Castle Investments LLC's Castle Investments 401(k) Plan held $62K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$62K

Net assets (EOY)

$62K

People on this filing

Nick Rice signed Castle Investments LLC's 2024 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Castle Investments LLC's EIN is 87-4535832.

EIN 87-4535832

Plan number 001

Plan year 2024

ACK ID 20250606054537NAL0012395921001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Castle Investments LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Castle Investments 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 INVESTMENTS 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