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Sponsor portfolio

CASTLETON LAW GROUP

EIN 95-4711403-legal services-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
23
17800 CASTLETON STREET, #630 - CITY OF INDUSTRY, CA 91748626-810-9300castletonlaw.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filings
#001TraditionalDB-$893K - 11 part#002401k-$669K - 12 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • LAW GROUP PENSION (#001)57%
  • GROUP RETIREMENT PLAN (#002)43%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP RETIREMENT PLAN (#002)12
  • LAW GROUP PENSION (#001)11
Total 23Click 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#001

CASTLETON LAW GROUP PENSION PLAN

TraditionalDB

Assets$893K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CASTLETON LAW GROUP RETIREMENT PLAN

401k

Assets$669K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CASTLETON LAW GROUP PENSION PLANTraditionalDB$893K112024
002CASTLETON LAW GROUP RETIREMENT PLAN401k$669K122025
Retirement plans
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