Plan Snapshot
- Plan Sponsor: Curalinc, LLC Dba Curalinc Healthcare
- Sponsor EIN: 331206383
- Sponsor Address: 314 W. SUPERIOR ST., STE. 601, CHICAGO, IL, 60654
- Plan Type: 401(k)
- Total Participants: 415
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 415 | $5.1M | $341,251 | $1.4M |
| 2023 | 170 | $2.6M | $160,859 | $817,992 |
| 2022 | 93 | $1.2M | $79,439 | $377,680 |
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 |
|---|---|---|---|---|
| BIRSCOE, BURKE & GRIGSBY LLP | 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 | $3,155 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |