How big is Culloton Strategies LLC's plan?

Culloton Strategies LLC's plan reported $972K in assets and 5 participants for 2025.

Original filing (PDF)20260422220703NAL0002212035073

Culloton Strategies LLC

Name: Culloton Strategies LLC — Culloton Strategies 401(k), Form 5500 (2025)
Creator: Culloton Strategies LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Culloton Strategies 401(k) Plan

401(k) retirement plan · Culloton Strategies LLC's Culloton Strategies 401(k) Plan held $972K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$972K

Net assets (EOY)

$972K

People on this filing

Elantha Barry signed Culloton Strategies LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Culloton Strategies LLC's EIN is 27-1734565.

EIN 27-1734565

Plan number 001

Plan year 2025

ACK ID 20260422220703NAL0002212035073

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Culloton Strategies LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Culloton Strategies LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CULLOTON STRATEGIES LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score