Castlerock Asset Management LLC401(k)
CASTLEROCK 401(K) RETIREMENT PLAN · NASHVILLE, TN · plan year 2025
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Castlerock Asset Management LLC reported $35,457 in plan administrative expenses for 2025: 0.74% of average plan assets, above the peer median. Employer contributions averaged $1,775 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 3 years on file its reported administrative ratio fell from 1.05% to 0.74%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Tennessee (1,047th of 1,496), and the 840th of 2,240 in accommodation & food services. In 2025, employees put in $1.99 for every $1.00 the employer contributed; active participation has shrunk from 211 to 185 since 2022.
Castlerock Asset Management LLC's 2025 employer contribution ran above the $1,464 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Castlerock Asset Management LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
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Source: U.S. Department of Labor, Form 5500 series, EIN 463883479 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.