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Original filing (PDF)20251014194709NAL0001783443001
CULLIGAN INTERNATIONAL COMPANY
Form 5500
FILING_RECEIVED
CULLIGAN SAFE HARBOR RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
974
Accounts w/ balance
1,036
Plan assets (EOY)
$34.0M
Net assets (EOY)
$34.0M
How this plan invests
This plan
23 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)
100
/ 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
100
Vendor stack
100
Participation health
100
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
002
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 | $49K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) INC | — | CHICAGO, IL | INVESTMENT ADVISOR | $24K | — |
Investments
3 direct securities · 23 pooled funds· $35.9M(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
$33.3M
23 holdings
Uncategorized
$2.6M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MERCERWISE 2025 TARGET DATE M MERCER FUNDS · EIN 81-3292317 / PN 017 | Common Collective Trust | — | — | $4.8M | 14.2% | |
| T ROWE PRICE STRUCTURED RESEARCH TR T. ROWE PRICE COLLECTIVE TRUSTS · EIN 52-1309931 / PN 010 | Common Collective Trust | — | — | $4.1M | 11.9% | |
| MERCERWISE 2030 TARGET DATE M MERCER FUNDS · EIN 81-3306633 / PN 018 | Common Collective Trust | — | — | $4.0M | 11.9% | |
| MERCERWISE 2040 TARGET DATE M MERCER FUNDS · EIN 81-3334212 / PN 020 | Common Collective Trust | — | — | $2.6M | 7.6% | |
| MERCERWISE 2045 TARGET DATE M MERCER FUNDS · EIN 81-3355483 / PN 021 | Common Collective Trust | — | — | $2.4M | 7.0% | |
| MERCERWISE 2035 TARGET DATE M MERCER FUNDS · EIN 81-3324865 / PN 019 | Common Collective Trust | — | — | $2.1M | 6.2% | |
| MERCERWISE 2050 TARGET DATE M MERCER FUNDS · EIN 81-3367468 / PN 022 | Common Collective Trust | — | — | $2.1M | 6.1% | |
| Common or collective trust funds Invesco Stable Value Trust CL B | — | — | — | $1.8M | 5.2% | |
| STATE STREET S&P 500 INDEX K STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $1.7M | 5.1% | |
| INVESCO STABLE VALUE TRUST CL B1 INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.6M | 4.8% | |
| MERCER DIVERSIFIED BOND MERCER FUNDS · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $1.6M | 4.6% | |
| MERCERWISE 2055 TARGET DATE M MERCER FUNDS · EIN 81-3408562 / PN 024 | Common Collective Trust | — | — | $1.2M | 3.7% | |
| MERCER SMALL/MID CAP STOCK MERCER FUNDS · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $1.2M | 3.5% | |
| MERCERWISE 2020 TARGET DATE M MERCER FUNDS · EIN 81-3277570 / PN 016 | Common Collective Trust | — | — | $1.1M | 3.1% | |
| MERCERWISE 2060 TARGET DATE M MERCER FUNDS · EIN 81-3428516 / PN 025 | Common Collective Trust | — | — | $767K | 2.3% | |
| Participant loans 4.25% - 10.50% interest maturing through 2031 -0- | — | — | — | $731K | 2.1% | |
| MERCERWISE 2065 TARGET DATE M MERCER FUNDS · EIN 81-3546834 / PN 026 | Common Collective Trust | — | — | $433K | 1.3% | |
| SSGA RUSSELL SMALL/MID CAP INDEX FU STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $424K | 1.2% | |
| MERCER INTERNATIONAL STOCK MERCER FUNDS · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $420K | 1.2% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $270K | 0.8% | |
| MERCERWISE 2015 TARGET DATE M MERCER FUNDS · EIN 81-3269915 / PN 015 | Common Collective Trust | — | — | $187K | 0.5% | |
| SSGA GLOBAL ALL CAP EQUITY EX-US IN STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $157K | 0.5% | |
| Reliance Metlife Series 25053 | — | — | — | $151K | 0.4% | |
| SSGA REAL ASSET FUND CLASS C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $54K | 0.2% | |
| MERCERWISE TARGET DATE INCOME M MERCER FUNDS · EIN 81-3224417 / PN 013 | Common Collective Trust | — | — | $54K | 0.2% | |
| STATE ST US BND INDX NL CL M STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $337 | <0.1% |