Plan Snapshot
- Plan Sponsor: Casters Holdings, LLC
- Sponsor EIN: 842521131
- Sponsor Address: 222 SOUTH RIVERSIDE PLAZA, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 15 | $3.4M | $0 | $299,952 |
| 2023 | 51 | $3.5M | $257,088 | $865,489 |
| 2022 | 130 | $2.9M | $436,255 | $1.4M |
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 |
|---|---|---|---|---|
| HALLOWELL 401(K) ASSURANCE, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HALLOWELL 401(K) ASSURANCE, LLC — 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 | $6,830 | $5,295 | — | — | — |
| 2023 | $6,864 | $6,788 | — | — | — |
| 2022 | $6,598 | $6,598 | — | — | — |