Castle Management, Llc 401(k) Plan: Login, Facts & Contact Information

Castle Management, Llc 401(k) Plan Facts

Plan name
CASTLE MANAGEMENT, LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CASTLE MANAGEMENT, LLC
Participants
2,566 (2,526 active employees)
Former employees with a balance
244
Plan assets
$18,438,887 at Dec 31, 2024
Average account balance
$292,681 across 63 accounts
Employer contributions
$481,383 in plan year 2024 (12% of all contributions)
Recordkeeper
John Hancock Financial
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2003
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Apr 13, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.11 million went into the plan in contributions, $481,383 of it from the employer (12%).
  • $1.97 million was paid out to participants.
  • Investment and other income added $2.11 million.
  • Administrative expenses were $146,440, about $2,324 per account.

How the Castle Management, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019871$5.64 million$188,464$357,568
20201,673$8.31 million$204,567$460,341
20211,806$10.6 million$263,773$1.32 million
20221,923$10.6 million$324,951$854,181
20232,159$14.4 million$387,741$1.30 million
20242,566$18.4 million$481,383$1.97 million

Castle Management, Llc 401(k) Contact Information

Phone
954-792-6000
Mailing address
12270 SW 3RD STREET, STE. 200, PLANTATION FL 33325
Plan sponsor
CASTLE MANAGEMENT, LLC
Employer identification number (EIN)
61-1608997
Plan number
001

Questions about the Castle Management, Llc 401(k)

Does Castle Management, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $481,383, 12% of all contributions.

Does the Castle Management, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Castle Management, Llc 401(k) plan?

2,566 participants at the start of plan year 2024, 2,526 of them active employees, and 244 former employees who still had money in the plan.

What is the average 401(k) balance at Castle Management, Llc?

About $292,681 per account: $18.4 million in plan assets across 63 accounts with a balance at the end of plan year 2024.

Who manages the Castle Management, Llc 401(k) accounts?

John Hancock (listed on the filing as JOHN HANCOCK FINANCIAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Castle Management, Llc. How do I access my 401(k)?

Your account stays with John Hancock after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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