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  2. Castle Wealth Group. LLC

Filings through Oct 24, 2026.

Castle Wealth Group. LLC

EIN 86-3813079-financial services-Latest filing 2025
Plans
1
Retirement
1
$298K assets
Health & Benefits
0
Participants
5
131 PLANTATION RIDGE DR, SUITE 110 - MOORESVILLE, NC 28117704-594-8000castlewealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$298K - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CASTLE WEALTH GROUP. LLC 401(K) PLAN

401(k)

Assets$298K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CASTLE WEALTH GROUP. LLC 401(K) PLAN401(k)$298K52025
  • CASTLE WEALTH GROUP. LLC 401(K) PLAN$298K
    #001 · 401(k) · 20255
Retirement plans
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