# Castle & Cooke, INC. 401(k) Plan
Source: https://planprovider.pro/companies/castle-cooke-inc-401k-plan

> Castle & Cooke, INC.'s 401(k) plan: 508 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — N/A

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — N/A

- [BAKER TILLY US](https://planprovider.pro/provider/baker-tilly-us-llp) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/castle-cooke-inc-401k-plan)

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