Castlerock Communities, L.L.C. 401(k) Plan
Sponsored by Castlerock Communities, L.L.C. · EIN 200825594 · Plan #001
- Total assets
- $10.1M
- Net assets
- $10.1M
- Active participants
- 273
- With balances
- 317
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $26,451 |
| Fisher Asset Management | Investment advisory (plan) | $25,544 |