AUMdb

Castle Biosciences, Inc. 401(k) Profit Sharing Plan

Sponsored by Castle Biosciences, Inc. · EIN 770701774 · Plan #001

Total assets
$52.9M
Net assets
$52.9M
Active participants
757
With balances
785

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
North American Ktrade Alliance, Llc Recordkeeping fees $69,860
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $24,640
Pension Planning Consultants, Inc.H Recordkeeping fees $8,900
Charles Schwab Trust Bank Custodial (other), Custodial (securities) $0
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0