Culmen Real Estate Services 401(k) match, vesting and fees
What Culmen Real Estate Services' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Brady, Ware and Schoenfeld, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Culmen Real Estate Services: employer contribution per participant | $1,243 | |
| Peer median | $1,680 |
| Culmen Real Estate Services: average balance | $57,521 | |
| Peer median | $52,722 |
| Culmen Real Estate Services: admin expenses ÷ assets | 0.40% | |
| Peer median | 0.39% |
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 $12.8M at the end of plan year 2021 to $10.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 233 | $10.7M | $231K | $1,243 | 0.40% | Not published | Form 5500 ↗ |
| 2023 | 201 | $10.8M | $208K | $1,098 | 0.49% | Not published | Form 5500 ↗ |
| 2022 | 244 | $9.5M | $123K | $678 | 0.32% | Not published | Form 5500 ↗ |
| 2021 | 196 | $12.8M | $125K | $758 | 0.39% | Not published | Form 5500 ↗ |
Common questions
Does Culmen Real Estate Services match 401(k) contributions?
The match terms for the Culmen Real Estate Services Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $231K in employer contributions, about $1,243 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Culmen Real Estate Services 401(k) match vested?
The vesting schedule for the Culmen Real Estate Services Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Culmen Real Estate Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Culmen Real Estate Services, Inc..
I left Culmen Real Estate Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Culmen Real Estate Services, Inc., (937) 956-7811) or the recordkeeper, Fidelity Investments Institutional. The Culmen Real Estate Services old 401(k) page lists the contacts from every plan filing. Find an old Culmen Real Estate Services 401(k)
Data from the public Form 5500 annual reports Culmen Real Estate Services 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 Culmen Real Estate Services. Not financial advice. Report a correction · Methodology