Plan Snapshot
- Plan Sponsor: Castle Rock Associates, INC.
- Sponsor EIN: 204999302
- Sponsor Address: 830 NE HOLLADAY ST. C/O WEWORK, PORTLAND, OR, 97232
- Plan Type: 401(k)
- Total Participants: 31
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 31 | $5.6M | $137,082 | $217,952 |
| 2023 | 19 | $4.7M | $135,419 | $197,051 |
| 2022 | 25 | $3.8M | $119,992 | $186,120 |