Plan Ledger DOL Form 5500 · updated monthly

Castalia Systems, LLC401(k)

CASTALIA SYSTEMS 401(K) PLAN · TAMPA, FL · plan year 2022

Reported admin expense ratio · 2022
0.78%

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

Castalia Systems, LLC reported $34,409 in plan administrative expenses for 2022: 0.78% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,937 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Florida (2,635th of 3,644), and 1,951st of 2,199 in information & media. In 2022, employees put in $2.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,251,906
Participants with balances92
Active participants90
Employer contributions$264,321
Employee contributions$592,294
Employer contribution per active participant$2,937
Average account balance$46,216
Benefits paid to participants$459,502
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$34,409
Total administrative$34,409
The Castalia Systems, LLC 401(k) match · 2022
Employer contribution per active participant$2,937
Median for plans this size$1,114

Castalia Systems, LLC's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top quarter of its peers. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$34,409 · 0.78%
Similar plansInformation & Media · Florida
Bein Sports, LLC FL$4.9M · 0.05%
Inceptra LLC FL$4.7M · 0.54%
Planhub, Inc FL$4.3M · 0.88%
Health Gorilla Inc. FL$3.9M · 0.51%
Insite Capital LLC FL$2.8M · 1.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452978908 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.