# Castle Family Health Centers, INC. 403(b) Plan
Source: https://planprovider.pro/companies/castle-family-health-centers-inc-205864304-002

> Castle Family Health Centers, INC.'s 403(b) plan: 216 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/equitable) — Investment Advisor

- [NATIONWIDE](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/castle-family-health-centers-inc-205864304-002)

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