Plan Snapshot
- Plan Sponsor: Castle Family Health Centers, INC.
- Sponsor EIN: 205864304
- Sponsor Address: 3605 HOSPITAL ROAD, ATWATER, CA, 95301
- Plan Type: 401(k)
- 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. |
|---|---|---|---|---|
| 2025 | 216 | $10.5M | $0 | $0 |
| 2024 | 207 | $9.7M | $0 | $0 |
| 2023 | 233 | $8.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| JWT & ASSOCIATES, LLP | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $47,982 | — | $466 | — | — |
| 2024 | $40,115 | $18,015 | $21,724 | — | — |
| 2023 | $508 | — | — | — | $508 |