# C.A. Curtze Company 401(k) Plan
Source: https://planprovider.pro/companies/c-a-curtze-company-401k-plan

> C.A. Curtze Company's 401(k) plan: 483 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$18,325|—|$18,325|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$16,154|—|$16,154|

| MCGILL, POWER, BELL & ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $34,479

- **Estimated Expense Ratio:** 0.091% of plan assets

### 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|—|—|—|

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