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  2. Castleview Partners LLC

Filings through Sep 24, 2026.

Sponsor portfolio

Castleview Partners LLC

EIN 80-2256078-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$30K assets
Welfare
0
Participants
10
4851 LBJ FWY SUITE 850 - DALLAS, TX 752446019214-710-1995
Plans on this EIN
1 filing
#001401(k)-$30K - 10 part

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Retirement#001

CASTLEVIEW PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$30K
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CASTLEVIEW PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST401(k)$30K102025
Retirement plans
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