Plan Snapshot
- Plan Sponsor: White Castle System, INC.
- Sponsor EIN: 314340520
- Sponsor Address: P. O. BOX 1498, COLUMBUS, OH, 432161498
- Plan Type: DB
- Total Participants: 1,538
- Total Assets: $168.1M
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 | 1,538 | $168.1M | $2.2M | $0 |
| 2023 | 1,715 | $179.9M | $0 | $0 |
| 2022 | 1,867 | $171.7M | $0 | $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 |
|---|---|---|---|---|
| AON CONSULTING | NONE | $394,018 | — | $394,018 |
| PORTER WRIGHT MORRIS & ARTHUR LLP | NONE | $26,467 | — | $26,467 |
| GBQ PARTNERS | NONE | $14,500 | — | $14,500 |
| WHITE CASTLE MANAGEMENT CO | NONE | $6,447 | — | $6,447 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PORTER WRIGHT MORRIS & ARTHUR LLP — NONE
- GBQ PARTNERS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $441,432
- Estimated Expense Ratio: 0.263% 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 | $871,487 | $3,180 | $6,447 | $14,500 | — |
| 2023 | $1,514,160 | $110,544 | $49,586 | $13,800 | — |
| 2022 | $1,184,010 | $102,929 | $86,712 | — | $258,270 |