Plan Snapshot
- Plan Sponsor: Curaleaf, INC.
- Sponsor EIN: 273631491
- Sponsor Address: 290 HARBOR DRIVE, 5TH FL, STAMFORD, CT, 06902
- Plan Type: 401(k)
- Total Participants: 4,739
- Total Assets: $17.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 4,739 | $17.8M | $554,609 | $5.2M |
| 2023 | 5,927 | $10.0M | $426,364 | $4.9M |
| 2022 | 5,839 | $4.0M | $251,477 | $3.3M |
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 |
|---|---|---|---|---|
| MH CPA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MH CPA PLLC — Auditor
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 | $113,224 | $33,350 | — | — | — |
| 2023 | $48,665 | $18,571 | $30,094 | — | — |
| 2022 | $7,941 | $588 | $7,353 | — | — |