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Sponsor portfolio

CASTLEROCK CONSTRUCTION, INC.

EIN 87-0531743-Construction-Latest filing 2024
Plans
2
Retirement
2
$499K assets
Welfare
0
Participants
17
998 HIGHWAY 93 N - VICTOR, MT 59875406-546-7026
Plans on this EIN
2 filings
#002CashBalance-$410K - 10 part#001401k-$89K - 7 part

Retirement portfolio analytics

2 plans aggregated / $499K assets / 17 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • CASH BALANCE PLAN (#002)82%
  • CONSTRUCTION, INC. 401(K) (#001)18%
Total $499KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)10
  • CONSTRUCTION, INC. 401(K) (#001)7
Total 17Click 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

CASTLEROCK CONSTRUCTION, INC. CASH BALANCE PLAN

CashBalance

Assets$410K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CASTLEROCK CONSTRUCTION, INC. 401(K) PLAN

401k

Assets$89K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CASTLEROCK CONSTRUCTION, INC. CASH BALANCE PLANCashBalance$410K102024
001CASTLEROCK CONSTRUCTION, INC. 401(K) PLAN401k$89K72024
Retirement plans
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