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CASTALIA ADVISORS LLC

EIN 30-0208528-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
3
11 APPLE TREE LANE - POUND RIDGE, NY 105762338914-733-7381castaliaadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.8M - 3 part

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Retirement#001

CASTALIA ADVISORS LLC PROFIT SHARING 401(K) PLAN

401k

Assets$1.8M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CASTALIA ADVISORS LLC PROFIT SHARING 401(K) PLAN401k$1.8M32025
Retirement plans
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