Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEWCASTLE FINANCIAL ADVISORS, INC.
EIN 27-2718059financial servicesLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
6
2244 N. STATE COLLEGE BLVD., - FULLERTON, CA 92831714-257-7400newcastlefa.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 6 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
NEWCASTLE FINANCIAL ADVISORS, INC. 401(K) PLAN
ProfitSharing
Assets$889K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NEWCASTLE FINANCIAL ADVISORS, INC. CASH BALANCE PLAN
CashBalance
Assets$407K
Participants2
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 | NEWCASTLE FINANCIAL ADVISORS, INC. 401(K) PLAN | ProfitSharing | $889K | 4 | 2024 | |
| 002 | NEWCASTLE FINANCIAL ADVISORS, INC. CASH BALANCE PLAN | CashBalance | $407K | 2 | 2024 |
Retirement plans