Plan Snapshot
- Plan Sponsor: Castle Family Health Centers, INC.
- Sponsor EIN: 205864304
- Sponsor Address: 3605 HOSPITAL ROAD, ATWATER, CA, 95301
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 216
- Total Assets: $10.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 216 | $10.5M | $143,818 | $540,417 |
| 2023 | 207 | $9.7M | $130,136 | $471,511 |
| 2022 | 233 | $8.0M | $123,847 | $451,640 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL, LLCP-RPCP | Investment Advisor | $44,584 | — | $44,584 |
| NATIONWIDE | Recordkeeper | $25,557 | — | $25,557 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL, LLCP-RPCP — Investment Advisor
- NATIONWIDE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,141
- Estimated Expense Ratio: 0.670% 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 | $47,982 | — | $466 | — | — |
| 2023 | $40,115 | $18,015 | $21,724 | — | — |
| 2022 | $508 | — | — | — | $508 |