Plan Ledger DOL Form 5500 · updated monthly

Culligan International Company401(k)

CULLIGAN RETIREMENT SAVINGS PLAN · ROSEMONT, IL · plan year 2024

Reported admin expense ratio · 2024
0.26%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Culligan International Company reported $237,769 in plan administrative expenses for 2024: 0.26% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,244 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.29% to 0.26%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 583rd-largest of 3,702 plans among Illinois employers on file, and the 1,938th of 13,661 in manufacturing. In 2024, employees put in $2.65 for every $1.00 the employer contributed; active participation has grown from 1,182 to 1,428 since 2022.

Plan summary
Net assets, end of year$98,641,282
Participants with balances1,688
Active participants1,428
Employer contributions$3,204,852
Employee contributions$8,479,558
Employer contribution per active participant$2,244
Average account balance$58,437
Benefits paid to participants$8,781,812
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$98.6M · 1,688 accts · $3.2M emplr
2023$81.8M · 1,956 accts · $2.6M emplr
2022$66.0M · 1,426 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$148,195
Investment management$89,574
Total administrative$237,769
The Culligan International Company 401(k) match · 2024
Employer contribution per active participant$2,244
Median for plans this size$3,635
2024$2,244 per active participant
2023$1,855 per active participant
2022$1,824 per active participant

Culligan International Company's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
MERCER (US) INC · Investment advisory (plan)$89,574

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$237,769 · 0.26%
2023$209,440 · 0.28%
2022$198,293 · 0.29%
All plans at this employer2
CULLIGAN RETIREMENT SAVINGS PLAN401(k)
CULLIGAN SAFE HARBOR RETIREMENT SAVINGS PLAN401(k)
Same employer
Similar plansManufacturing · Illinois
Smalley Steel Ring Co IL$100.1M · 0.10%
Hcc, Inc. IL$99.1M
Methode Electronics, Inc. IL$97.6M · 0.07%
Ach Food Companies, Inc. IL$96.6M · 0.12%
Voyant Beauty, LLC IL$95.4M · 0.26%
Datex-Ohmeda, Inc. IL$92.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133346689 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.