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Sponsor portfolio

CASTLE CREEK ADVISORS IV, LLC

EIN 26-4347993-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$3.0M assets
Welfare
0
Participants
14
11682 EL CAMINO REAL, SUITE 320 - SAN DIEGO, CA 92130858-756-8300
Plans on this EIN
1 filing
#001401k-$3.0M - 14 part

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Retirement#001

CASTLE CREEK ADVISORS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$3.0M
Participants14
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CASTLE CREEK ADVISORS, LLC 401(K) PROFIT SHARING PLAN401k$3.0M142025
Retirement plans
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