Form 5500 Search

CASTLEVIEW PARTNERS

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
6
Active participants
157,050
Total plan assets
$14.5B
Filings (rows)
6
Direct comp
$363K
Indirect comp
$0

SERVICES PROVIDED

Other3
Broker3

Top plans served

All 6 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
SALT LAKE CITY, UT
Other
NONE
69,032$6.8B$102K
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE SAVINGS PLUS 401(K) PLAN
SALT LAKE CITY, UT
Other
NONE
68,371$6.0B$35K
SKYWEST, INC.
SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN
ST. GEORGE, UT
Other
NONE
14,409$951.7M$5K
AMERICAN CONSOLIDATED NATURAL RESOURCES, INC.
AMERICAN CONSOLIDATED NATURAL RESOURCES, INC. SAVINGS AND SECURITY PLAN
ST. CLAIRSVILLE, OH
Broker
SECURITIES BROKER
1,407$266.8M$85K
AMERICAN CONSOLIDATED NATURAL RESOURCES, INC.
AMERICAN CONSOLIDATED NATURAL RESOURCES, INC. SAVINGS AND SECURITY PLAN
ST. CLAIRSVILLE, OH
Broker
SECURITIES BROKER
1,918$255.8M$67K
AMERICAN CONSOLIDATED NATURAL RESOURCES, INC.
AMERICAN CONSOLIDATED NATURAL RESOURCES, INC. SAVINGS AND SECURITY PLAN
ST. CLAIRSVILLE, OH
Broker
SECURITIES BROKER
1,913$210.7M$68K
CASTLEVIEW PARTNERS — Form 5500 Service Provider Profile | Form 5500 Search