How big is Castle Rock Private Wealth LLC's plan?

Castle Rock Private Wealth LLC's plan reported $140K in assets and 1 participants for 2024.

Original filing (PDF)20250718072606NAL0000639555001

Castle Rock Private Wealth LLC

Name: Castle Rock Private Wealth LLC — Form 5500 (2024)
Creator: Castle Rock Private Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Castle Rock Private Wealth LLC held $140K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$140K

Net assets (EOY)

$140K

People on this filing

TARA Evans signed Castle Rock Private Wealth LLC's 2024 Form 5500 as plan administrator.

TARA Evans — 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 Rock Private Wealth LLC's EIN is 92-0516507.

EIN 92-0516507

Plan number 001

Plan year 2024

ACK ID 20250718072606NAL0000639555001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Castle Rock Private Wealth 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 ROCK PRIVATE WEALTH 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