Cullum Mechanical Construction, Inc. 401(k) Retirement Savings & Profit Sharing Plan
Sponsored by Cullum Mechanical Construction, Inc. · EIN 570546491 · Plan #001
- Total assets
- $22.2M
- Net assets
- $22.2M
- Active participants
- 218
- With balances
- 243
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Carolina Qualified Retirement Plan Advisers, Llc CRD 171534 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Carolina Qualified Retirement Plan | Investment advisory (plan), Direct payment from the plan | $34,807 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $26,948 |
| Moss & Yantis Cpa | Accounting, Direct payment from the plan | $9,450 |