Plan Snapshot
- Plan Sponsor: Curbio INC.
- Sponsor EIN: 830706786
- Sponsor Address: 11325 SEVEN LOCKS RD, POTOMAC, MD, 20854
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $7.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 110 | $7.0M | $521,658 | $996,370 |
| 2023 | 146 | $6.1M | $807,220 | $1.5M |
| 2022 | 177 | $3.6M | $619,626 | $1.1M |
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 |
|---|---|---|---|---|
| GUIDELINE, INC. | RECORDKEEPER | $6,330 | — | $6,330 |
| BENEFIT TRUST COMPANY | CUSTODIAN | — | $5,087 | $5,087 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GUIDELINE, INC. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,417
- Estimated Expense Ratio: 0.163% 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 | $7,002 | $5,138 | — | — | — |
| 2023 | $4,268 | $3,688 | — | — | — |
| 2022 | $3,498 | $3,498 | — | — | — |