Castellini 401(k) match, vesting and fees
What Castellini's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annunity Insurance Company | Schedule C ↗ |
| Independent auditor | Dean Dorton Allen Ford PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 348 defined-contribution plans in wholesale trade with 1,000 to 4,999 participants.
| Castellini: employer contribution per participant | $1,029 | |
| Peer median | $2,066 |
| Castellini: average balance | $33,649 | |
| Peer median | $77,876 |
| Castellini: admin expenses ÷ assets | 0.51% | |
| Peer median | 0.14% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $62.7M at the end of plan year 2021 to $53.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,580 | $53.2M | $1.6M | $1,029 | 0.51% | Not published | Form 5500 ↗ |
| 2023 | 1,561 | $50.9M | $1.5M | $953 | 0.54% | Not published | Form 5500 ↗ |
| 2022 | 2,224 | $48.9M | $1.5M | $681 | 0.49% | Not published | Form 5500 ↗ |
| 2021 | 2,539 | $62.7M | $1.5M | $605 | 0.64% | Not published | Form 5500 ↗ |
Other Castellini plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Castellini Company Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Dean Dorton Allen Ford PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Castellini match 401(k) contributions?
The match terms for the Castellini Employee Savings and Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.6M in employer contributions, about $1,029 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Castellini 401(k) match vested?
The vesting schedule for the Castellini Employee Savings and Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Castellini 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annunity Insurance Company. The plan administrator is Castellini Company LLC.
I left Castellini. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Castellini Company LLC, (859) 442-4650) or the recordkeeper, Empower Annunity Insurance Company. The Castellini old 401(k) page lists the contacts from every plan filing. Find an old Castellini 401(k)
Data from the public Form 5500 annual reports Castellini filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Castellini. Not financial advice. Report a correction · Methodology