Plan Snapshot
- Plan Sponsor: J.P. Cullen & Sons, INC.
- Sponsor EIN: 391367756
- Sponsor Address: 330 E. DELAVAN DRIVE, JANESVILLE, WI, 53546
- Plan Type: DC
- Total Participants: 208
- Total Assets: $35.9M
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 | 208 | $35.9M | $0 | $0 |
| 2024 | 186 | $32.3M | $0 | $0 |
| 2023 | 164 | $26.9M | $0 | $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 |
|---|---|---|---|---|
| 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 — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $106,521 | $106,521 | — | — | — |
| 2024 | $104,296 | $94,746 | — | $9,550 | — |
| 2023 | $85,862 | $85,722 | — | — | $140 |