Plan Snapshot
- Plan Sponsor: White Castle System, INC.
- Sponsor EIN: 314340520
- Sponsor Address: P. O. BOX 1498, COLUMBUS, OH, 432161498
- Plan Type: DC
- Total Participants: 3,515
- Total Assets: $176.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,515 | $176.5M | $0 | $0 |
| 2023 | 4,568 | $174.1M | $875,000 | $0 |
| 2022 | 4,284 | $172.2M | $475,000 | $0 |
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 |
|---|---|---|---|---|
| WHITE CASTLE MANAGEMENT CO | NONE | $39,720 | — | $39,720 |
| AON CONSULTING | NONE | $23,609 | — | $23,609 |
| UBS FINANCIAL SERVICES INC. | NONE | $20,464 | — | $20,464 |
| GBQ PARTNERS | NONE | $14,800 | — | $14,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC. — NONE
- GBQ PARTNERS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,593
- Estimated Expense Ratio: 0.056% 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 | $117,986 | $44,073 | $39,720 | $14,800 | — |
| 2023 | $133,174 | $35,000 | $67,057 | $17,200 | — |
| 2022 | $150,593 | $35,000 | — | — | $31,874 |