Plan Snapshot
- Plan Sponsor: Curion, LLC
- Sponsor EIN: 814020364
- Sponsor Address: 111 DEER LAKE, SUITE #120, DEERFIELD, IL, 60015
- Plan Type: 401(k)
- Total Participants: 296
- Total Assets: $12.6M
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 | 296 | $12.6M | $337,047 | $1.3M |
| 2023 | 298 | $9.8M | $233,954 | $1.3M |
| 2022 | 337 | $7.4M | $197,112 | $1.2M |
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 |
|---|---|---|---|---|
| FGMK | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FGMK — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $85,200 | $2,319 | $63,689 | — | — |
| 2023 | $66,006 | $1,728 | $48,724 | — | — |
| 2022 | $56,381 | $1,378 | $55,003 | — | — |