Plan Snapshot
- Plan Sponsor: Culligan International Company
- Sponsor EIN: 133346689
- Sponsor Address: 9399 WEST HIGGINS ROAD SUITE 1100, ROSEMONT, IL, 60018
- Plan Type: 401(k)
- Total Participants: 1,428
- Total Assets: $98.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,428 | $98.6M | $3.2M | $8.5M |
| 2023 | 1,404 | $81.8M | $2.6M | $7.2M |
| 2022 | 1,182 | $66.0M | $2.2M | $5.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $237,769 | $89,574 | — | — | — |
| 2023 | $209,440 | $81,569 | — | — | — |
| 2022 | $198,293 | $66,541 | $131,752 | — | — |