OpenERISA

Castle Wealth Advisors, LLC

Indianapolis, IN, 46256

EIN 20-5684152
Plans
1
Total participants
13
Filing years
2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2021Form 5500-SF001Castle Wealth Advisors, LLC Retirement Trust0
2020Form 5500-SF001Castle Wealth Advisors, LLC Retirement Trust13

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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