Castle Rock, LLP DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Castle Rock, LLP
  • Sponsor EIN: 924005229
  • Sponsor Address: 20351 IRVINE AVE SUITE C6, NEWPORT BEACH, CA, 92660
  • Plan Type: DC
  • Total Participants: 15
  • Total Assets: $393,799

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202415$393,799$57,202$104,629

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