Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CASTLE ROCK WEALTH MANAGEMENT
EIN 47-3565175financial servicesLatest filing 2024
Plans
2
Retirement
2
$832K assets
Welfare
0
Participants
9
1777 BOTELHO DRIVE SUITE 105 - WALNUT CREEK, CA 94596925-478-8800crwmadvisors.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $832K assets / 9 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
CASTLE ROCK WEALTH MANAGEMENT DEFINED BENEFIT PLAN
TraditionalDB
Assets$618K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CASTLE ROCK WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN
401k
Assets$215K
Participants5
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 | CASTLE ROCK WEALTH MANAGEMENT DEFINED BENEFIT PLAN | TraditionalDB | $618K | 4 | 2024 | |
| 002 | CASTLE ROCK WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | 401k | $215K | 5 | 2024 |
Retirement plans