# Eze Castle Integration, INC. 401(k) Plan
Source: https://planprovider.pro/companies/eze-castle-integration-inc-401k-plan

> Eze Castle Integration, INC.'s 401(k) plan: 266 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Eze Castle Integration, INC.

- **Sponsor EIN:** 043449807

- **Sponsor Address:** 55 COURT ST, BOSTON, MA, 02108

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

- **Total Participants:** 266

- **Total Assets:** $49.0M

## 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|266|$49.0M|$0|$2.9M|

| 2023|284|$43.8M|$225,461|$3.3M|

| 2022|300|$36.6M|$496,612|$3.3M|

## 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|

| MATTHEW J. BERNIER CPA LLC|Auditor|$7,571|—|$7,571|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $7,571

- **Estimated Expense Ratio:** 0.015% of plan assets

### 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|-$21,380|$32,928|$600|$7,571|—|

| 2023|-$10,922|$32,031|—|$7,526|—|

| 2022|$9,506|$1,178|—|—|—|

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