Plan Snapshot
- Plan Sponsor: Curbell, INC
- Sponsor EIN: 160725141
- Sponsor Address: 7 COBHAM DRIVE, ORCHARD PARK, NY, 14127
- Plan Type: 401(k)
- Total Participants: 544
- Total Assets: $77.1M
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 | 544 | $77.1M | $1.2M | $3.3M |
| 2023 | 526 | $69.9M | $1.2M | $3.3M |
| 2022 | 487 | $60.4M | $892,428 | $3.0M |
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 |
|---|---|---|---|---|
| ASCENSUS, LLC | RECORDKEEPER | $83,886 | — | $83,886 |
| THE ANGELL PENSION GROUP, INC | THIRD PARTY ADMIN | $10,215 | — | $10,215 |
| DOPKINS & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASCENSUS, LLC — RECORDKEEPER
- DOPKINS & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,101
- Estimated Expense Ratio: 0.122% 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 | $73,131 | — | — | — | — |
| 2023 | $72,294 | — | $72,294 | — | — |
| 2022 | $89,302 | — | $60,174 | — | $29,128 |