# Culver Franchising System, LLC 401(k) Plan
Source: https://planprovider.pro/companies/culver-franchising-system-llc-401k-plan

> Culver Franchising System, LLC's 401(k) plan: 350 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Culver Franchising System, LLC

- **Sponsor EIN:** 391631539

- **Sponsor Address:** 1240 WATER STREET, PRAIRIE DU SAC, WI, 53578

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

- **Total Participants:** 350

- **Total Assets:** $40.2M

## 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|350|$40.2M|$1.0M|$2.3M|

| 2023|307|$34.5M|$889,061|$2.2M|

| 2022|265|$29.8M|$542,181|$1.9M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$62,248|—|$62,248|

| WINDWARD WEALTH STRATEGIES INC|INVESTMENT ADVISOR|$37,189|—|$37,189|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$19,187|—|$19,187|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $118,624

- **Estimated Expense Ratio:** 0.295% 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|$106,368|$56,376|—|—|—|

| 2023|$85,871|$33,444|—|—|—|

| 2022|$82,236|—|$82,236|—|—|

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