# Castle Rock Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/castle-rock-associates-inc-401k-plan

> Castle Rock Associates, INC.'s 401(k) plan: 31 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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