Plan Snapshot
- Plan Sponsor: C.A. Curtze Company
- Sponsor EIN: 250925399
- Sponsor Address: 1717 E 12TH ST, ERIE, PA, 16511
- Plan Type: 401(k)
- Total Participants: 483
- Total Assets: $37.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 483 | $37.7M | $443,999 | $2.4M |
| 2023 | 471 | $33.7M | $384,321 | $2.1M |
| 2022 | 370 | $25.8M | $304,247 | $1.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MCGILL, POWER, BELL & ASSOCIATES | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $34,479 | $18,325 | — | — | — |
| 2023 | $24,542 | $10,383 | — | — | — |
| 2022 | $17,541 | $6,159 | — | — | — |