Plan Snapshot
- Plan Sponsor: Castellini Company LLC
- Sponsor EIN: 760720073
- Sponsor Address: PO BOX 721610, NEWPORT, KY, 410721610
- Plan Type: DB
- Total Participants: 21
- Total Assets: $10.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 21 | $10.4M | $507,212 | $12,073 |
| 2023 | 23 | $10.1M | $658,294 | $17,457 |
| 2022 | 30 | $9.5M | $312,060 | $25,578 |
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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $258,421 | $1,792 | $58,515 | — | — |
| 2023 | $261,484 | $5,990 | $56,459 | — | — |
| 2022 | $257,021 | $12,257 | $60,916 | — | — |