# J.P. Cullen & Sons, INC. DC Plan
Source: https://planprovider.pro/companies/j-p-cullen-sons-inc-391367756-001

> J.P. Cullen & Sons, INC.'s DC plan: 264 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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