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CASTLEOAK SECURITIES, L.P.

EIN 45-0496456-financial services-Latest filing 2025
Plans
1
Retirement
1
$14.2M assets
Welfare
0
Participants
94
200 VESEY ST 4TH FLOOR - NEW YORK, NY 10281212-610-5589castleoaklp.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$14.2M - 94 part

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Retirement#001

CASTLEOAK 401(K) PLAN

401k

Assets$14.2M
Participants94
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CASTLEOAK 401(K) PLAN401k$14.2M942025
Retirement plans
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