# Castlerock Asset Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/castlerock-asset-management-llc-401k-plan

> Castlerock Asset Management LLC's 401(k) plan: 202 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Castlerock Asset Management LLC

- **Sponsor EIN:** 463883479

- **Sponsor Address:** 401 CHURCH STREET, NASHVILLE, TN, 37219

- **Plan Type:** 401(k)

- **Total Participants:** 202

- **Total Assets:** $4.2M

## 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|202|$4.2M|$327,305|$646,581|

| 2023|190|$3.2M|$305,411|$565,452|

| 2022|211|$2.0M|$240,139|$439,317|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| JASON UNDERWOOD CPA PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JASON UNDERWOOD CPA PLLC](https://planprovider.pro/provider/jason-underwood-cpa-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$35,671|$8,010|—|—|—|

| 2023|$45,741|$18,705|—|—|—|

| 2022|$20,822|—|—|—|—|

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