Plan Snapshot
- Plan Sponsor: Curative Care Network, INC.
- Sponsor EIN: 390806286
- Sponsor Address: 1000 N 92ND ST, MILWAUKEE, WI, 532263533
- Plan Type: 401(k)
- Total Participants: 365
- Total Assets: $12.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 365 | $12.2M | $341,814 | $541,875 |
| 2023 | 337 | $10.5M | $271,592 | $420,400 |
| 2022 | 256 | $9.2M | $230,093 | $376,442 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | RECORD KEEPER | $5,767 | — | $5,767 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,767
- Estimated Expense Ratio: 0.047% 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 | $3,855 | — | — | — | — |
| 2023 | $1,932 | — | — | — | — |
| 2022 | $2,582 | — | — | — | — |