Plan Snapshot
- Plan Sponsor: Castlerock Communities, L.L.C.
- Sponsor EIN: 200825594
- Sponsor Address: 2401 FOUNTAIN VIEW DRIVE #215, HOUSTON, TX, 77057
- Plan Type: 401(k)
- Total Participants: 273
- Total Assets: $10.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 273 | $10.1M | $50,000 | $1.7M |
| 2023 | 186 | $7.8M | $40,000 | $1.4M |
| 2022 | 184 | $6.2M | $25,338 | $1.2M |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — 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 | $52,946 | $26,495 | — | — | — |
| 2023 | $16,604 | $575 | — | — | — |
| 2022 | $26,920 | — | $26,920 | — | — |