# Convertible Castle, INC. Dba Bernie & Phyl'S Furni 401(k) Plan
Source: https://planprovider.pro/companies/convertible-castle-inc-dba-bernie-phyl-s-furni-401k-plan

> Convertible Castle, INC. Dba Bernie & Phyl'S Furni's 401(k) plan: 371 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Convertible Castle, INC. Dba Bernie & Phyl'S Furni

- **Sponsor EIN:** 042789202

- **Sponsor Address:** 308 E MAIN ST, NORTON, MA, 02766

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

- **Total Participants:** 371

- **Total Assets:** $17.9M

## 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|371|$17.9M|$92,372|$969,117|

| 2023|364|$15.7M|$106,759|$1.0M|

| 2022|412|$13.8M|$110,288|$1.1M|

## 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|

| CBIZ CPAS P.C.|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|

| 2024|$47,378|$39,704|—|—|—|

| 2023|$43,438|$35,605|—|—|—|

| 2022|$42,890|—|—|—|—|

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