Plan Ledger DOL Form 5500 · updated monthly

Castle Resorts & Hotels, Inc.401(k)

CASTLE RESORTS & HOTELS 401(K) RETIREMENT PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Castle Resorts & Hotels, Inc. reported $22,385 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $358 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 3 years on file its reported administrative ratio has held roughly steady near 0.29%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Hawaii (173rd of 269), and the 667th of 2,240 in accommodation & food services. In 2024, employees put in $2.91 for every $1.00 the employer contributed; active participation has grown from 313 to 474 since 2022.

Plan summary
Net assets, end of year$8,109,896
Participants with balances266
Active participants474
Employer contributions$169,649
Employee contributions$492,988
Employer contribution per active participant$358
Average account balance$30,488
Benefits paid to participants$932,025
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 266 accts · $170K emplr
2023$7.3M · 246 accts · $73K emplr
2022$6.9M · 245 accts · $61K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,385
Total administrative$22,385
The Castle Resorts & Hotels, Inc. 401(k) match · 2024
Employer contribution per active participant$358
Median for plans this size$1,313
2024$358 per active participant
2023$150 per active participant
2022$195 per active participant

Castle Resorts & Hotels, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
LPL FINANCIAL · Investment advisory (plan)$29,688
EMPOWER ADVISORY GROUP, LLC · Investment management$6,953
TROUG-RYDING COMPANY · Contract administrator$1,100

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$22,385 · 0.29%
2023$22,832 · 0.32%
2022$21,623 · 0.30%
Same employer
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Hoaloha NA Eha. LTD. HI$12.8M · 0.32%
Trump International Waikiki HI$12.8M · 0.05%
DHL Mahi Staffing, LLC HI$12.3M · 0.48%
Fearless, Inc. HI$7.5M · 0.03%
Pbhk, Inc. HI$7.1M · 0.53%
Kona Brewery LLC HI$3.4M · 1.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990310712 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.