Sponsor portfolio

CASTLE WEALTH MANAGEMENT, LLC

EIN 65-0786404investment managementLatest filing 2025

Plans

Retirement

$1.9M assets

Welfare

Participants

1880 N CONGRESS AVE, SUITE 302 - BOYNTON BEACH, FL 33426561-686-9604castlewm.comLinkedIn11-50 employeesinvestment management

Plans on this EIN

1 filing

#001401k-$1.9M - 12 part

Plan deep-dives

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Retirement#001

CASTLE WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$1.9M

Participants12

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	CASTLE WEALTH MANAGEMENT 401(K) PLAN	401k	$1.9M	12	2025

Retirement plans