Plan Snapshot
- Plan Sponsor: Casto Management Services, INC.
- Sponsor EIN: 810618128
- Sponsor Address: 250 CIVIC CENTER DRIVE, COLUMBUS, OH, 43215
- Plan Type: 401(k)
- Total Participants: 340
- Total Assets: $64.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 340 | $64.4M | $1.1M | $2.9M |
| 2023 | 302 | $53.7M | $1.0M | $2.7M |
| 2022 | 297 | $44.2M | $461,635 | $2.4M |
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 |
|---|---|---|---|---|
| GBQ PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS, LLC — 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 | $33,694 | $3,931 | $300 | — | — |
| 2023 | $27,098 | $3,279 | — | — | — |
| 2022 | $36,074 | $5,307 | — | — | — |