# White Castle System, INC. DC Plan
Source: https://planprovider.pro/companies/white-castle-system-inc-plan-001

> White Castle System, INC.'s DC plan: 3,515 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [GBQ PARTNERS](https://planprovider.pro/provider/gbq-partners-llc) — 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|

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