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Sponsor portfolio

CASTLE SECURITY INC D/B/A SAFE HOUSE SECURITY SOLUTIONS

EIN 61-1947403-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
3
$2.0M assets
Welfare
0
Participants
22
2140 51ST STREET - SARASOTA, FL 34234941-812-5059
Plans on this EIN
3 filings
#002TraditionalDB-$1.3M - 5 part#001401k-$456K - 9 part#003ProfitSharing-$262K - 8 part

Retirement portfolio analytics

3 plans aggregated / $2.0M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • CASH BALANCE PLAN (#002)64%
  • INC 401K PLAN (#001)23%
  • PROFIT SHARING PLAN (#003)13%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC 401K PLAN (#001)9
  • PROFIT SHARING PLAN (#003)8
  • CASH BALANCE PLAN (#002)5
Total 22Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CASTLE SECURITY CASH BALANCE PLAN

TraditionalDB

Assets$1.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CASTLE SECURITY INC 401K PLAN

401k

Assets$456K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CASTLE SECURITY PROFIT SHARING PLAN

ProfitSharing

Assets$262K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002CASTLE SECURITY CASH BALANCE PLANTraditionalDB$1.3M52025
001CASTLE SECURITY INC 401K PLAN401k$456K92025
003CASTLE SECURITY PROFIT SHARING PLANProfitSharing$262K82025
Retirement plans
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