# New Castle Hotels LLC 401(k) Plan
Source: https://planprovider.pro/companies/new-castle-hotels-llc-401k-plan

> New Castle Hotels LLC's 401(k) plan: 1,222 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New Castle Hotels LLC

- **Sponsor EIN:** 061428405

- **Sponsor Address:** 641 DANBURY ROAD, 1ST FLOOR, RIDGEFIELD, CT, 06877

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

- **Total Participants:** 1,222

- **Total Assets:** $14.4M

## 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|1,222|$14.4M|$300,994|$1.3M|

| 2023|921|$12.1M|$198,708|$801,130|

| 2022|563|$11.6M|$126,899|$572,604|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$35,329|—|$35,329|

| WELLS FARGO ADVISORS LLC|INVESTMENT ADVISOR|$23,011|—|$23,011|

| FUSTCHARLES LLP|AUDITOR|$14,000|—|$14,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FUSTCHARLES LLP](https://planprovider.pro/provider/fustcharles-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $72,340

- **Estimated Expense Ratio:** 0.502% 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|$40,601|$26,933|—|—|—|

| 2023|$29,572|$19,794|—|$9,131|—|

| 2022|$42,229|$27,107|$9,122|—|$6,000|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/new-castle-hotels-llc-401k-plan)

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