Plan Ledger DOL Form 5500 · updated monthly

Castle Personnel Group, LLC401(k)

CASTLE PERSONNEL GROUP, LLC 401(K) PLAN · MERIDIAN, MS · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Castle Personnel Group, LLC reported $5,002 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,075 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 rose from 0.02% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 103rd-largest of 367 plans among Mississippi employers on file, and the 2,147th of 5,337 in construction. In 2024, employees put in $2.02 for every $1.00 the employer contributed; active participation has grown from 329 to 543 since 2022.

Plan summary
Net assets, end of year$18,481,053
Participants with balances199
Active participants543
Employer contributions$583,787
Employee contributions$1,181,175
Employer contribution per active participant$1,075
Average account balance$92,870
Benefits paid to participants$487,060
Plan auditUnmodified (clean) audit opinion
AuditorHORNE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$18.5M · 199 accts · $584K emplr
2023$14.7M · 202 accts · $495K emplr
2022$12.3M · 188 accts · $414K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,668
Investment management$3,334
Total administrative$5,002
The Castle Personnel Group, LLC 401(k) match · 2024
Employer contribution per active participant$1,075
Median for plans this size$2,416
2024$1,075 per active participant
2023$729 per active participant
2022$1,258 per active participant

Castle Personnel Group, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,669

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$5,002 · 0.03%
2023$3,754 · 0.03%
2022$2,329 · 0.02%
Similar plansConstruction · Mississippi
Yates Services, LLC MS$91.6M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264776137 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.