# Culmen Real Estate Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/culmen-real-estate-services-inc-401k-plan

> Culmen Real Estate Services, INC.'s 401(k) plan: 177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/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|—|—|—|—|

## Similar Plans

- [Brg Realty Group, LLC](https://planprovider.pro/companies/brg-realty-group-llc-401k-plan) — 195 participants

- [T & R Properties INC.](https://planprovider.pro/companies/t-r-properties-inc-401k-plan) — 158 participants

- [Plk Communities LLC](https://planprovider.pro/companies/plk-communities-llc-plan-001) — 200 participants

- [Cincinnati Center City Development Corporation](https://planprovider.pro/companies/cincinnati-center-city-development-corporation-plan-002) — 221 participants

- [Foremost Mgmt., INC.](https://planprovider.pro/companies/foremost-mgmt-inc-401k-plan) — 225 participants

- [Zaremba Management Company](https://planprovider.pro/companies/zaremba-management-company-401k-plan) — 124 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/culmen-real-estate-services-inc-401k-plan)

© 2026 PlanProvider.Pro