Plan Snapshot
- Plan Sponsor: Castle Resorts & Hotels, INC.
- Sponsor EIN: 990310712
- Sponsor Address: 590-C PAIEA STREET, HONOLULU, HI, 968191834
- Plan Type: 401(k)
- Total Participants: 474
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 474 | $8.1M | $169,649 | $492,988 |
| 2023 | 489 | $7.3M | $73,391 | $409,291 |
| 2022 | 313 | $6.9M | $61,158 | $352,039 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — 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 | $22,385 | — | $22,385 | — | — |
| 2023 | $22,832 | — | $22,832 | — | — |
| 2022 | $21,623 | — | — | — | $21,623 |