Plan Snapshot
- Plan Sponsor: A. M. Castle & Co.
- Sponsor EIN: 360879160
- Sponsor Address: 1420 KENSINGTON ROAD, STE 220, OAK BROOK, IL, 605232165
- Plan Type: 401(k)
- Total Participants: 414
- Total Assets: $101.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 414 | $101.5M | $1.1M | $2.9M |
| 2023 | 445 | $75.2M | $1.2M | $3.1M |
| 2022 | 491 | $69.3M | $1.4M | $2.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| COHN REZNICK | Auditor | $20,854 | — | $20,854 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,854
- Estimated Expense Ratio: 0.021% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $137,903 | $10,334 | $106,715 | $20,854 | — |
| 2023 | $199,328 | $62,285 | $113,947 | $23,096 | — |
| 2022 | $137,985 | $10,061 | $104,836 | — | $23,088 |