Plan Snapshot
- Plan Sponsor: White Castle System, INC.
- Sponsor EIN: 314340520
- Sponsor Address: 555 EDGAR WALDO WAY, COLUMBUS, OH, 43215
- Plan Type: DC
- Total Participants: 1,879
- Total Assets: $96.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,879 | $96.7M | $4.1M | $9.1M |
| 2023 | 1,862 | $81.7M | $3.9M | $8.6M |
| 2022 | 1,843 | $63.4M | $4.0M | $8.5M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $296,446 | — | $296,446 |
| AON | NONE | $9,557 | — | $9,557 |
| GBQ PARTNERS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- GBQ PARTNERS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $306,003
- Estimated Expense Ratio: 0.317% 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 | $290,423 | — | — | — | — |
| 2023 | $260,261 | — | — | — | — |
| 2022 | $317,330 | — | — | — | — |