Department of Labor filing

CULLIGAN SOUTHWEST, INC.

CULLIGAN SOUTHWEST, INC. 401(K) PROFIT SHARING PLAN & TRUST · For the plan year ended Sep 30, 2025

Public filing 2024 · received Jul 14, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

67filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$2,497

Reported employer contributions per active participant.

Higher than about 61% of comparable plans

#People in the filing

101

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$51 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 82% of comparable plans

↗Investment performance

Not available

Plan assets changed -0.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202467out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions61st percentileTypical peer $2,112 · based on 182 comparable plans

Lower reported administrative expense82nd percentileTypical peer $142 · based on 187 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Sep 30, 2025, CULLIGAN SOUTHWEST, INC. reported $252,150 in employer contributions across the plan and 101 active participants. That works out to $2,497 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy66%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 29.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 11.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context67/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $252,150
Participant contributions: $496,687
Other contributions: Not reported
Employer share of reported contributions: 33.7%
Beginning assets: $10,954,085
Ending assets: $10,938,468
Ending net assets: $10,938,468
Ending liabilities: $0
Total income: $1,616,723
Total expenses: $1,632,340
Administrative expenses: $7,536
Participant loans: $426,152

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,930

2023

$2,182

2024

$2,497

Plan-paid administrative expenses per participant

2022

$46

2023

$46

2024

$51

Active participants

2022

119

2023

107

2024

101

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,497	101	10.9M	20260714081138NAL0001628514001
2023	$2,182	107	11M	20250624123542NAL0007247601001
2022	$1,930	119	9M	20240529160645NAL0020051376001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 3.9%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 750917155-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1966
Industry: Industry group 454
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
AMERICAN FUNDS DISTRIBUTORS, INC.	2024	Not reported	unknown
DIMENSIONAL FUND ADVISORS	2024	Not reported	unknown
GREAT GRAY TRUST	2024	Not reported	unknown
HARTFORD INVESTMENT FINANCIAL SERVI	2024	Not reported	unknown
JOHN HANCOCK FUNDS, LLC	2024	Not reported	unknown
LOOMIS SAYLES FUNDS	2024	Not reported	unknown
T. ROWE PRICE	2024	Not reported	unknown
VANGUARD	2024	Not reported	unknown
VICTORY CAPITAL MANAGEMENT	2024	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20260714081138NAL0001628514001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗