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Original filing (PDF)20251014195712NAL0001787123001
CULLIGAN INTERNATIONAL COMPANY
Form 5500
FILING_RECEIVED
CULLIGAN RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,428
Accounts w/ balance
1,688
Plan assets (EOY)
$98.6M
Net assets (EOY)
$98.6M
How this plan invests
This plan
22 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 51% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CULLIGAN INTERNATIONAL COMPANY.
Plan sponsor
Name
CULLIGAN INTERNATIONAL COMPANY
EIN
13-3346689
Address
9399 WEST HIGGINS ROAD SUITE 1100 · ROSEMONT, IL · 60018
Phone
(847) 430-2800
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $148K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) INC | — | CHICAGO, IL | INVESTMENT ADVISOR | $90K | — |
Investments
1 direct security · 22 pooled funds· $98.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$97.6M
22 holdings
Uncategorized
$740K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE STRUCTURED RESEARCH T T. ROWE PRICE COLLECTIVE TRUSTS · EIN 52-1309931 / PN 010 | Common Collective Trust | — | — | $14.7M | 14.9% | |
| STATE STREET SANDP 500 INDEX K STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $13.9M | 14.1% | |
| MERCERWISE 2030 TARGET DATE M MERCER FUNDS · EIN 81-3306633 / PN 018 | Common Collective Trust | — | — | $9.9M | 10.1% | |
| MERCERWISE 2035 TARGET DATE M MERCER FUNDS · EIN 81-3324865 / PN 019 | Common Collective Trust | — | — | $8.4M | 8.6% | |
| MERCERWISE 2040 TARGET DATE M MERCER FUNDS · EIN 81-3334212 / PN 020 | Common Collective Trust | — | — | $7.0M | 7.1% | |
| MERCERWISE 2025 TARGET DATE M MERCER FUNDS · EIN 81-3292317 / PN 017 | Common Collective Trust | — | — | $6.4M | 6.5% | |
| MERCERWISE 2045 TARGET DATE M MERCER FUNDS · EIN 81-3355483 / PN 021 | Common Collective Trust | — | — | $5.7M | 5.7% | |
| MERCERWISE 2050 TARGET DATE M MERCER FUNDS · EIN 81-3367468 / PN 022 | Common Collective Trust | — | — | $5.3M | 5.3% | |
| MERCER SMALL MID/CAP STOCK FUND MERCER FUNDS · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $4.7M | 4.7% | |
| MERCERWISE 2055 TARGET DATE M MERCER FUNDS · EIN 81-3408562 / PN 024 | Common Collective Trust | — | — | $3.8M | 3.9% | |
| INVESCO STABLE VALUE TRUST CL B1 INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $3.5M | 3.6% | |
| MERCERWISE 2020 TARGET DATE M MERCER FUNDS · EIN 81-3277570 / PN 016 | Common Collective Trust | — | — | $2.9M | 3.0% | |
| MERCER INTERNATIONAL STOCK MERCER FUNDS · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $2.5M | 2.5% | |
| MERCERWISE 2060 TARGET DATE M MERCER FUNDS · EIN 81-3428516 / PN 025 | Common Collective Trust | — | — | $2.3M | 2.4% | |
| MERCER DIVERSIFIED BOND MERCER FUNDS · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $2.1M | 2.1% | |
| SSGA RUSSELL SMALL/MID CAP INDEX FU STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $1.7M | 1.7% | |
| MERCERWISE TARGET DATE INCOME MERCER FUNDS · EIN 81-3224417 / PN 013 | Common Collective Trust | — | — | $825K | 0.8% | |
| MERCERWISE 2065 TARGET DATE M MERCER FUNDS · EIN 81-3546834 / PN 026 | Common Collective Trust | — | — | $816K | 0.8% | |
| Participant loans 4.25% - 9.50% interest, maturing through 2038 -0- | — | — | — | $740K | 0.8% | |
| SSGA GLOBAL ALL CAP EQUITY EX-US IN STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $447K | 0.5% | |
| SSGA REAL ASSET NON LENDING FUND CL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $354K | 0.4% | |
| MERCERWISE 2015 TARGET DATE M MERCER FUNDS · EIN 81-3269915 / PN 015 | Common Collective Trust | — | — | $198K | 0.2% | |
| STATE STREET US BOND INDEX NON-LEND STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 462 | Common Collective Trust | — | — | $191K | 0.2% |