# Cullinan Therapeutics, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cullinan-therapeutics-inc-813879991-001

> Cullinan Therapeutics, INC.'s 401(k) plan: 138 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Cullinan Therapeutics, INC.

- **Sponsor EIN:** 813879991

- **Sponsor Address:** ONE MAIN STREET, CAMBRIDGE, MA, 02142

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 138

- **Total Assets:** $18.0M

## 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.|

| 2025|138|$18.0M|$0|$0|

| 2024|108|$10.6M|$1.3M|$2.1M|

| 2023|85|$5.8M|$895,796|$1.4M|

| 2022|60|$2.5M|$401,624|$645,195|

## 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|

| CARON BLETZER, PLLC|Auditor|—|—|$0|

## 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|

| 2025|$770,297|—|$1,016|—|—|

| 2024|$392,650|—|—|—|—|

| 2023|$180,170|—|—|—|—|

| 2022|$310,363|—|—|—|—|

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