Assets by plan
Share of aggregate retirement assets
- INC 401K PLAN (#001)$456K
Filings through .
Castle Security Inc
EIN 61-1947403ConstructionLatest filing 2025
Plans
3
Retirement
3
$2.0M assets
Health & Benefits
0
Participants
22
2140 51ST STREET - SARASOTA, FL 34234941-812-5059
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $2.0M assets / 22 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
CASTLE SECURITY CASH BALANCE PLAN
Traditional DB
Assets$1.3M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
CASTLE SECURITY INC 401K PLAN
401(k)
Assets$456K
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
CASTLE SECURITY PROFIT SHARING PLAN
Profit-sharing
Assets$262K
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CASTLE SECURITY CASH BALANCE PLAN | Traditional DB | $1.3M | 5 | 2025 |
| #001 | CASTLE SECURITY INC 401K PLAN | 401(k) | $456K | 9 | 2025 |
| #003 | CASTLE SECURITY PROFIT SHARING PLAN | Profit-sharing | $262K | 8 | 2025 |
- #002 · Traditional DB · 20255
- #001 · 401(k) · 20259
- #003 · Profit-sharing · 20258
Retirement plans