· 2022–2024 · DOL EFAST2
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CASTLE ROCK PRIVATE WEALTH — Form 5500 Service Provider Profile | Form 5500 Search
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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
1
Active participants
264
Total plan assets
$109.8M
Filings (rows)
1
Direct comp
$6K
Indirect comp
$0
Showing only "CASTLE ROCK PRIVATE WEALTH"
View all 3 variants aggregated →
CASTLE ROCK INVESTMENT
8
CASTLE ROCK INVESTMENT CO
3
CASTLE ROCK PRIVATE WEALTH
1
SERVICES PROVIDED
Other service providers
1
Plans served
All 1 plans
Export CSV
(1)
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
BALTIMORE, MD
Other service providers
264
$109.8M
$6K
$0