Caastle 401(k) Retirement Savings Plan For Corporate Employees
Sponsored by Caastle, Inc. · EIN 453507457 · Plan #002
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 122
- With balances
- 165
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 |
|---|---|---|
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Benefit Practice | Contract administrator, Other services, Direct payment from the plan | $5,600 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $2,752 |
| Hightower Advisors, Llc | Investment advisory (plan), Other fees | $0 |