Castlelake, Lp Retirement Savings Plan
Sponsored by Castlelake, Lp · EIN 203323857 · Plan #002
- Total assets
- $43.9M
- Net assets
- $43.9M
- Active participants
- 162
- With balances
- 200
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities Llc | Investment advisory (plan) | $15,618 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $1,951 |