Culligan International 401(k) match, vesting and fees
What Culligan International's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Forvis Mazars LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Culligan International: employer contribution per participant | $1,899 | |
| Peer median | $2,413 |
| Culligan International: average balance | $58,437 | |
| Peer median | $86,456 |
| Culligan International: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.12% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $73M at the end of plan year 2021 to $98.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,892 | $98.6M | $3.2M | $1,899 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 2,148 | $81.8M | $2.6M | $1,332 | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 1,580 | $66M | $2.2M | $1,512 | 0.29% | Not published | Form 5500 ↗ |
| 2021 | 1,143 | $73M | $1M | $1,018 | 0.30% | Not published | Form 5500 ↗ |
Other Culligan International plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Culligan Safe Harbor Retirement Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Forvis Mazars LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Culligan International match 401(k) contributions?
The match terms for the Culligan Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $3.2M in employer contributions, about $1,899 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Culligan International 401(k) match vested?
The vesting schedule for the Culligan Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Culligan International 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Culligan International Company.
I left Culligan International. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Culligan International Company, (847) 430-2800) or the recordkeeper, Empower Annuity Insurance Company O. The Culligan International old 401(k) page lists the contacts from every plan filing. Find an old Culligan International 401(k)
Data from the public Form 5500 annual reports Culligan International filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Culligan International. Not financial advice. Report a correction · Methodology