Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HAROLD K.L. CASTLE FOUNDATION
EIN 99-6005445Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
13
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 13 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HAROLD K.L. CASTLE FOUNDATION 403(B) PLAN
403b
Assets$5.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SPIN-OFF TERMINATION PLAN FOR HAROLD K. L. CASTLE FOUNDATION
OtherDC
Assets$18K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HAROLD K.L. CASTLE FOUNDATION 403(B) PLAN | 403b | $5.3M | 12 | 2025 | |
| 002 | SPIN-OFF TERMINATION PLAN FOR HAROLD K. L. CASTLE FOUNDATION | OtherDC | $18K | 1 | 2024 |
Retirement plans