# Cullum Mechanical Construction, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cullum-mechanical-construction-inc-401k-plan

> Cullum Mechanical Construction, INC.'s 401(k) plan: 218 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cullum Mechanical Construction, INC.

- **Sponsor EIN:** 570546491

- **Sponsor Address:** 3325 PACIFIC AVENUE, NORTH CHARLESTON, SC, 29418

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

- **Total Participants:** 218

- **Total Assets:** $22.2M

## 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|218|$22.2M|$374,999|$731,617|

| 2023|208|$18.7M|$350,002|$742,443|

| 2022|210|$16.3M|$251,477|$673,603|

## 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|

| CAROLINA QUALIFIED RETIREMENT PLAN|NONE|$34,807|—|$34,807|

| THE VANGUARD GROUP, INC.|NONE|$26,948|—|$26,948|

| MOSS & YANTIS CPA|NONE|$9,450|—|$9,450|

| MOSS & YANTIS, CPA, P.A.|Auditor|$9,450|—|$9,450|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [MOSS & YANTIS, CPA, P.A.](https://planprovider.pro/provider/moss-and-yantis-cpa-pa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $80,655

- **Estimated Expense Ratio:** 0.364% of plan assets

### 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|$71,205|$34,807|$26,948|$9,450|—|

| 2023|$65,289|—|$24,220|$8,000|—|

| 2022|$66,148|—|$21,608|—|$8,000|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cullum-mechanical-construction-inc-401k-plan)

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