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Original filing (PDF)20250930154803NAL0013463776001
CULLUM MECHANICAL CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
CULLUM MECHANICAL CONSTRUCTION, INC. 401(K) RETIREMENT SAVINGS & PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
218
Accounts w/ balance
243
Plan assets (EOY)
$22.2M
Net assets (EOY)
$22.2M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity Growth Company Fund Fidelity 0" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CULLUM MECHANICAL CONSTRUCTION, INC..
Plan sponsor
Name
CULLUM MECHANICAL CONSTRUCTION, INC.
EIN
57-0546491
Address
3325 PACIFIC AVENUE · NORTH CHARLESTON, SC · 29418
Phone
(843) 576-2650
Industry
Constructionsee 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
2025-09-30
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MOSS & YANTIS, CPA, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAROLINA QUALIFIED RETIREMENT PLAN | — | CHARLESTON, SC | NONE | $35K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $27K | — |
| MOSS & YANTIS CPA | — | MOUNT PLEASANT, SC | NONE | $9K | — |
Investments
28 direct securities · 1 pooled fund· $21.8M(98% 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.
Uncategorized
$20.4M
28 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund Fidelity 0 | — | — | — | $6.2M | 27.9% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.0M | 9.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.8M | 8.2% | |
| GALLIARD STABLE RETURN FUND C GALLIARD CAPITAL MNGT · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.4M | 6.3% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.1M | 4.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $967K | 4.4% | |
| Columbia Dividend Income I3 Columbia 0 | — | — | — | $879K | 4.0% | |
| JPMorgan Small Cap Growth R6 JP Morgan 0 | — | — | — | $747K | 3.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $723K | 3.3% | |
| JPMorgan Mid Cap Growth R6 JP Morgan 0 | — | — | — | $679K | 3.1% | |
| Vanguard International Growth Adm Vanguard 0 | — | — | — | $668K | 3.0% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $579K | 2.6% | |
| Dodge & Cox Income X Dodge & Cox 0 | — | — | — | $575K | 2.6% | |
| Vanguard Wellesley Income Adm Vanguard 0 | — | — | — | $571K | 2.6% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $525K | 2.4% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $355K | 1.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $346K | 1.6% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 127 Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $336K | 1.5% | |
| T. Rowe Price All-Cap Opport I T. Rowe Price 0 | — | — | — | $279K | 1.3% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 109 Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $277K | 1.2% | |
| Dodge & Cox Global Bond X Dodge & Cox 0 | — | — | — | $193K | 0.9% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $148K | 0.7% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $148K | 0.7% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $89K | 0.4% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $63K | 0.3% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $52K | 0.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $49K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $36K | 0.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $2K | <0.1% |
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