# Curbell, INC 401(k) Plan
Source: https://planprovider.pro/companies/curbell-inc-401k-plan

> Curbell, INC's 401(k) plan: 544 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ascensus-llc) — RECORDKEEPER

- [DOPKINS & COMPANY, LLP](https://planprovider.pro/provider/dopkins-and-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|

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