How big is Cullen Investment Group, Ltd.'s plan?

Cullen Investment Group, Ltd.'s plan reported $7.9M in assets and 10 participants for 2025.

Original filing (PDF)20260212130030NAL0000210960001

Cullen Investment Group, Ltd.

Name: Cullen Investment Group, Ltd. — Cullen Investment, Form 5500 (2025)
Creator: Cullen Investment Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cullen Investment Group, Ltd. Profit Sharing 401(k) Plan

401(k) retirement plan · Cullen Investment Group, Ltd.'s Cullen Investment Group, Ltd. Profit Sharing 401(k) Plan held $7.9M in plan assets for 10 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

People on this filing

David Bordes signed Cullen Investment Group, Ltd.'s 2025 Form 5500 as plan administrator.

David Bordes — 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

Cullen Investment Group, Ltd.'s EIN is 72-1088646.

EIN 72-1088646

Plan number 001

Plan year 2025

ACK ID 20260212130030NAL0000210960001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cullen Investment Group, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cullen Investment Group, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CULLEN INVESTMENT GROUP, LTD..

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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