Castle Rock Investment Company Email Format

Financial ServicesColorado, United States0-1 Employees

Castle Rock Investment Company is an independent, woman-owned registered investment adviser based in Castle Rock, Colorado. The firm focuses on workplace retirement plans, advising on structures such as 401(a), 401(k), 403(b), 457 plans, profit sharing, employee stock ownership plans, and defined benefit plans. It also offers a Pooled Employer Plan intended to provide a scalable, customizable retirement solution with outsourced administration, employer tax credits, and a range of investment options. Castle Rock emphasizes fiduciary responsibility under ERISA and maintains full fee disclosure to promote transparency and minimize conflicts of interest for plan sponsors and employees. The firm operates within the financial services industry, serving plan sponsors and their employees in the retirement plan market. It is based in Castle Rock, Colorado.

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