# Curalinc, LLC Dba Curalinc Healthcare 401(k) Plan
Source: https://planprovider.pro/companies/curalinc-llc-dba-curalinc-healthcare-401k-plan

> Curalinc, LLC Dba Curalinc Healthcare's 401(k) plan: 415 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| THE RETIREMENT ADVANTAGE INC|CONTRACT ADMIN|$2,125|$3,633|$5,758|

| 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:** $5,758

- **Estimated Expense Ratio:** 0.113% 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|$3,155|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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