Plan Snapshot
- Plan Sponsor: Culy Contracting LLC
- Sponsor EIN: 844834795
- Sponsor Address: 5 INDUSTRIAL PARK DR, WINCHESTER, IN, 47394
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 119
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2023 | 119 | $4.0M | $234,145 | $290,533 |
| 2022 | 113 | $3.2M | $222,392 | $263,460 |
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 |
|---|---|---|---|---|
| EDWARD D. JONES & CO.,L.P | Other Service Provider | $13,844 | — | $13,844 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,844
- Estimated Expense Ratio: 0.347% 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 |
|---|---|---|---|---|---|
| 2023 | $5,705 | — | $5,705 | — | — |
| 2022 | $6,733 | — | $2,589 | — | $4,144 |