Plan Snapshot
- Plan Sponsor: J.P. Cullen & Sons, INC.
- Sponsor EIN: 391367756
- Sponsor Address: 330 E. DELAVAN DRIVE, JANESVILLE, WI, 53546
- Plan Type: DC
- Plan Number: 001
- Total Participants: 264
- Total Assets: $39.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 264 | $39.3M | $0 | $0 |
| 2024 | 208 | $35.9M | $3.7M | $0 |
| 2023 | 186 | $32.3M | $3.3M | $0 |
| 2022 | 164 | $26.9M | $2.8M | $0 |
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 |
|---|---|---|---|---|
| ROBERT W. BAIRD & CO., INC. | Other Service Provider | $109,324 | — | $109,324 |
| CLARION LION PROPERTIES FUND, LP | Other Service Provider | $8,434 | — | $8,434 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,758
- Estimated Expense Ratio: 0.299% 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 |
|---|---|---|---|---|---|
| 2025 | $4,439,832 | $118,008 | — | — | — |
| 2024 | $106,521 | $106,521 | — | — | — |
| 2023 | $104,296 | $94,746 | — | $9,550 | — |
| 2022 | $85,862 | $85,722 | — | — | $140 |