Plan Snapshot
- Plan Sponsor: Castoro Capital INC.
- Sponsor EIN: 861751762
- Sponsor Address: 120 NEWPORT CENTER DR., SUITE 100, NEWPORT BEACH, CA, 92660
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $2.4M | $30,000 | $27,360 |
| 2023 | 5 | $2.2M | $39,906 | $28,131 |
| 2022 | 5 | $2.1M | $25,804 | $12,004 |