# Castle Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/castle-management-llc-401k-plan

> Castle Management, LLC's 401(k) plan: 2,526 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Castle Management, LLC

- **Sponsor EIN:** 611608997

- **Sponsor Address:** 12270 SW 3RD STREET, STE. 200, PLANTATION, FL, 33325

- **Plan Type:** 401(k)

- **Total Participants:** 2,526

- **Total Assets:** $18.4M

## 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|2,526|$18.4M|$426,991|$2.6M|

| 2023|2,282|$14.4M|$387,741|$2.4M|

| 2022|1,921|$10.6M|$324,951|$2.2M|

## 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|

| ASSURANCE DIMENSIONS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ASSURANCE DIMENSIONS](https://planprovider.pro/provider/assurance-dimensions-inc) — Auditor

## 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|

| 2024|$146,440|—|$126,505|—|—|

| 2023|$98,484|—|$93,884|—|—|

| 2022|$97,921|—|$93,046|—|—|

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