White Castle Profit Sharing Plan
Sponsored by White Castle System, Inc. · EIN 314340520 · Plan #001
- Total assets
- $176M
- Net assets
- $176M
- Active participants
- 3,515
- With balances
- 4,819
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| White Castle Management Co | Plan administrator, Direct payment from the plan | $39,720 |
| Aon Consulting | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $23,609 |
| Ubs Financial Services Inc. | Investment advisory (plan), Direct payment from the plan, Other fees | $20,464 |
| Gbq Partners | Accounting, Direct payment from the plan | $14,800 |
| Porter Wright Morris & Arthur Llp | Legal, Direct payment from the plan | $4,091 |