Plan Ledger DOL Form 5500 · updated monthly

A. M. Castle & Co.401(k)

A. M. CASTLE & CO. 401(K) SAVINGS AND RETIREMENT PLAN · OAK BROOK, IL · plan year 2024

Reported admin expense ratio · 2024
0.16%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

A. M. Castle & Co. reported $137,903 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $2,591 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.18% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 565th-largest of 3,702 plans among Illinois employers on file, and the 404th of 4,246 in wholesale trade. In 2024, employees put in $2.68 for every $1.00 the employer contributed; active participation has shrunk from 491 to 414 since 2022.

Plan summary
Net assets, end of year$101,518,749
Participants with balances616
Active participants414
Employer contributions$1,072,529
Employee contributions$2,871,812
Employer contribution per active participant$2,591
Average account balance$164,803
Benefits paid to participants$6,639,994
Plan auditUnmodified (clean) audit opinion
AuditorCOHN REZNICK
Plan history3
Yearassets · accounts · employer contribution
2024$101.5M · 616 accts · $1.1M emplr
2023$75.2M · 665 accts · $1.2M emplr
2022$69.3M · 756 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$106,715
Investment management$10,334
Audit (IQPA)$20,854
Total administrative$137,903
The A. M. Castle & Co. 401(k) match · 2024
Employer contribution per active participant$2,591
Median for plans this size$3,635
2024$2,591 per active participant
2023$2,624 per active participant
2022$2,912 per active participant

A. M. Castle & Co.'s 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$106,491
BAKER TILLY US,LLP · Accounting / audit · Contract administrator$20,854
OSAIC WEALTH, INC. · Investment advisory (plan)$9,665

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$137,903 · 0.16%
2023$199,328 · 0.28%
2022$137,985 · 0.18%
Same employer
Similar plansWholesale Trade · Illinois
Total Sweeteners, Inc. IL$106.2M · 0.13%
Midland Paper Company IL$105.7M · 0.02%
Topco Associates, LLC IL$104.0M · 0.07%
Echo, Inc. IL$101.8M · 0.05%
Genuine Cable Group, LLC IL$81.5M · 0.20%
Effingham Equity IL$80.0M · 0.04%
Bohler-Uddeholm Corporation IL$79.6M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 360879160 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.