Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CASTLEARK MANAGEMENT, LLC
EIN 36-4269427investment managementLatest filing 2025
Plans
2
Retirement
2
$16.2M assets
Welfare
0
Participants
38
1 N WACKER DRIVE, STE 3950 - CHICAGO, IL 60606312-462-5153castleark.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $16.2M assets / 38 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#002
CASTLEARK MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$14.7M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CASTLEARK MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.5M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CASTLEARK MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | 401k | $14.7M | 37 | 2025 | |
| 001 | CASTLEARK MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.5M | 1 | 2025 |
Retirement plans