# White Castle System, INC. DB Plan
Source: https://planprovider.pro/companies/white-castle-system-inc-plan-002

> White Castle System, INC.'s DB plan: 1,538 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:** 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](https://planprovider.pro/provider/porter-wright-morris-and-arthur-llp) — 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:** $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|

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