Castle Rock Investment

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,683

Total plan assets

$52.4M

Filings (rows)

Direct comp

$114K

Indirect comp

Showing only "CASTLE ROCK INVESTMENT"

View all 3 variants aggregated →

CASTLE ROCK INVESTMENT8 CASTLE ROCK INVESTMENT CO3 CASTLE ROCK PRIVATE WEALTH1

SERVICES PROVIDED

Advisor / Consultant5

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Shippers Automotive Group, LLC Shippers Automotive Group 401(k) Plan · all filings	URBANA, OH	Advisor / Consultant	253	$8.1M	$13K	$0
Shippers Warehouse, Inc. Shippers Warehouse, Inc. 401(k) Plan · all filings	HUTCHINS, TX	Advisor / Consultant	347	$7.5M	$18K	$0
Shippers Warehouse, Inc. Shippers Warehouse, Inc. 401(k) Plan · all filings	HUTCHINS, TX	Advisor / Consultant	290	$7.2M	$23K	$0
Chuck Latham Associates, Inc. Chuck Latham Associates, Inc. PS Plan · all filings	PARKER, CO	Other service providers	105	$6.7M	$12K	$0
Shippers Automotive Group, LLC Shippers Automotive Group 401(k) Plan · all filings	URBANA, OH	Advisor / Consultant	257	$6.6M	$12K	$0
Chuck Latham Associates, Inc. Chuck Latham Associates, Inc. Profit Sharing Plan · all filings	PARKER, CO	Other service providers	100	$5.9M	$12K	$0
Chuck Latham Associates, Inc. Chuck Latham Associates, Inc. PS Plan · all filings	PARKER, CO	Other service providers	101	$5.5M	$12K	$0
Shippers Automotive Group, LLC Shippers Automotive Group 401(k) Plan · all filings	JACKSONVILLE, FL	Advisor / Consultant	230	$5.0M	$12K	$0