How big is Harold K.L. Castle Foundation's plan?

Harold K.L. Castle Foundation's plan reported $5.3M in assets and 7 participants for 2025.

Original filing (PDF)20260513154454NAL0015593602001

Harold K.L. Castle Foundation

Name: Harold K.L. Castle Foundation — Harold K.L. Castle, Form 5500 (2025)
Creator: Harold K.L. Castle Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harold K.L. Castle Foundation 403(b) Plan

403(b) retirement plan · Harold K.L. Castle Foundation's Harold K.L. Castle Foundation 403(b) Plan held $5.3M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

ANN Matsukado signed Harold K.L. Castle Foundation's 2025 Form 5500 as plan administrator.

ANN Matsukado — 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

Harold K.L. Castle Foundation's EIN is 99-6005445.

EIN 99-6005445

Plan number 001

Plan year 2025

ACK ID 20260513154454NAL0015593602001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Harold K.L. Castle Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Harold K.L. Castle Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAROLD K.L. CASTLE FOUNDATION.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

HAROLD K.L. CASTLE FOUNDATION

EIN

all filings

Address

1197 AULOA ROAD · KAILUA, HI · 967344658

Phone

(808) 263-7073

Industry

Other Services (ex. Public Admin)

Plan administrator