P 401(k) Plan Report

Stable plan record

CASTLE ROCK PRIVATE WEALTH LLC

Sponsored by CASTLE ROCK PRIVATE WEALTH LLC · EIN/PN 920516507-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$17,438
Administrative cost per participant
2025
Not reported
Active participants
2025
4
Total plan assets
2025
$351,749
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260713081129NAL00024783870014$17,438
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.