Casto Management Services, Inc. Savings And Retirement Plan
Sponsored by Casto Management Services, Inc. · EIN 810618128 · Plan #002
- Total assets
- $64.4M
- Net assets
- $64.4M
- Active participants
- 340
- With balances
- 385
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $29,863 |