Plan Snapshot
- Plan Sponsor: Castle & Cooke, INC.
- Sponsor EIN: 770412800
- Sponsor Address: ONE DOLE DRIVE, WESTLAKE VILLAGE, CA, 913627300
- Plan Type: 401(k)
- Total Participants: 508
- Total Assets: $114.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 508 | $114.7M | $1.2M | $2.9M |
| 2023 | 486 | $108.7M | $1.2M | $2.7M |
| 2022 | 469 | $93.8M | $1.2M | $2.6M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | N/A | $31,516 | — | $31,516 |
| FIDELITY INVESTMENTS INSTITUTIONAL | N/A | $30,627 | — | $30,627 |
| BAKER TILLY US | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — N/A
- FIDELITY INVESTMENTS INSTITUTIONAL — N/A
- BAKER TILLY US — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,143
- Estimated Expense Ratio: 0.054% 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 | $62,143 | $31,516 | — | — | — |
| 2023 | $61,345 | $24,667 | — | — | — |
| 2022 | $53,504 | $17,756 | — | — | — |