Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CASTLE RETAIL GROUP
EIN 14-1858718retailLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
185
855 RIDGE LAKE BLVD, SUITE, 401 - MEMPHIS, TN 38120901-552-4008castleretailgroup.comLinkedIn1-10 employeesretail
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 185 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CASTLE RETAIL GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$1.3M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CASTLE RETAIL GROUP UNION 401(K) PROFIT SHARING PLAN
401k
Assets$457K
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CASTLE RETAIL GROUP 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 150 | 2025 | |
| 002 | CASTLE RETAIL GROUP UNION 401(K) PROFIT SHARING PLAN | 401k | $457K | 35 | 2025 |
Retirement plans