Plan Snapshot
- Plan Sponsor: Culmen Real Estate Services, INC.
- Sponsor EIN: 823000146
- Sponsor Address: 7777 WASHINGTON VILLAGE DR STE 120, DAYTON, OH, 45459
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $10.7M
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 | 177 | $10.7M | $231,118 | $661,416 |
| 2023 | 134 | $10.8M | $207,541 | $616,724 |
| 2022 | 183 | $9.5M | $123,455 | $495,448 |
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 |
|---|---|---|---|---|
| BRADY, WARE AND SCHOENFELD, INC. | Auditor | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY, WARE AND SCHOENFELD, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,000
- Estimated Expense Ratio: 0.075% 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 | $43,433 | — | — | $8,000 | — |
| 2023 | $49,392 | — | — | $14,250 | — |
| 2022 | $35,308 | — | — | — | — |