Plan Ledger DOL Form 5500 · updated monthly

White Castle System, Inc.Profit-sharing plan

WHITE CASTLE PROFIT SHARING PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.07%

White Castle System, Inc. reported $117,986 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. 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 0.08% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 236th-largest of 3,295 plans among Ohio employers on file, and the 54th of 2,240 in accommodation & food services. active participation has shrunk from 4,284 to 3,515 since 2022.

Plan summary
Net assets, end of year$176,481,356
Participants with balances4,819
Active participants3,515
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$36,622
Benefits paid to participants$21,340,357
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$176.5M · 4,819 accts
2023$174.1M · 5,975 accts · $875K emplr
2022$172.1M · 5,798 accts · $475K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,720
Investment management$44,073
Audit (IQPA)$14,800
Total administrative$117,986
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 · 20245
WHITE CASTLE MANAGEMENT CO · Plan administrator$39,720
AON CONSULTING · Investment advisory (participants) · Investment advisory (plan)$23,609
UBS FINANCIAL SERVICES INC. · Investment advisory (plan)$20,464
GBQ PARTNERS · Accounting / audit$14,800
PORTER WRIGHT MORRIS & ARTHUR LLP · Legal$4,091

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024$117,986 · 0.07%
2023$133,174 · 0.08%
2022$150,593 · 0.08%
All plans at this employer2
WHITE CASTLE PROFIT SHARING PLANProfit-sharing plan
WHITE CASTLE 401(K) RETIREMENT SAVINGS PLAN401(k)
Same employer
Similar plansAccommodation & Food Services · Ohio
The Wendy's Company OH$294.0M · 0.13%
Merritt Hospitality LLC CT$198.2M · 0.28%
Osi Restaurant Partners, LLC FL$194.9M · 0.14%
Fertitta Entertainment, Inc. TX$181.4M · 0.36%
Highgate Hotels, L.P. TX$171.0M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 314340520 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.