Castle Rock Private Wealth

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

264

Total plan assets

$109.8M

Filings (rows)

Direct comp

$6K

Indirect comp

Showing only "CASTLE ROCK PRIVATE WEALTH"

View all 3 variants aggregated →

CASTLE ROCK INVESTMENT8 CASTLE ROCK INVESTMENT CO3 CASTLE ROCK PRIVATE WEALTH1

SERVICES PROVIDED

Other service providers1

Prospecting the plans that use Castle Rock Private Wealth?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Whiteford, Taylor & Preston, L.L.P. Whiteford, Taylor & Preston LLP Partners & Staff 401(k) Savings Plan · all filings	BALTIMORE, MD	Other service providers	264	$109.8M	$6K	$0