Plan Ledger DOL Form 5500 · updated monthly

Casto Management Services, Inc.401(k)

CASTO MANAGEMENT SERVICES, INC. SAVINGS AND RETIREMENT PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Casto Management Services, Inc. reported $33,694 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,323 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 0.07% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 527th-largest of 3,295 plans among Ohio employers on file, and the 214th of 2,096 in real estate & leasing. In 2024, employees put in $2.53 for every $1.00 the employer contributed; active participation has grown from 297 to 340 since 2022.

Plan summary
Net assets, end of year$64,383,186
Participants with balances385
Active participants340
Employer contributions$1,129,660
Employee contributions$2,859,950
Employer contribution per active participant$3,323
Average account balance$167,229
Benefits paid to participants$2,739,968
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$64.4M · 385 accts · $1.1M emplr
2023$53.7M · 349 accts · $1.0M emplr
2022$44.2M · 339 accts · $462K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,763
Investment management$3,931
Total administrative$33,694
The Casto Management Services, Inc. 401(k) match · 2024
Employer contribution per active participant$3,323
Median for plans this size$3,635
2024$3,323 per active participant
2023$3,440 per active participant
2022$1,554 per active participant

Casto Management Services, Inc.'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$29,863

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$33,694 · 0.06%
2023$27,098 · 0.06%
2022$36,074 · 0.07%
Same employer
Similar plansReal Estate & Leasing · Ohio
Welltower Inc. OH$104.3M
Mike Albert Leasing, Inc. OH$95.9M · 0.12%
Howard Hanna Smythe Cramer OH$63.1M · 0.27%
Site Centers Corp. OH$56.7M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810618128 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.