Plan Snapshot
- Plan Sponsor: Curious Plot, LLC
- Sponsor EIN: 473169988
- Sponsor Address: 800 WASHINGTON AVE N. #203, MINNEAPOLIS, MN, 55401
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $8.7M
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 | 97 | $8.7M | $367,634 | $973,506 |
| 2023 | 129 | $6.7M | $348,618 | $895,576 |
| 2022 | 113 | $5.5M | $294,445 | $760,390 |
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 |
|---|---|---|---|---|
| OLSEN THIELEN CPAS AND ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OLSEN THIELEN CPAS AND ADVISORS — 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 | $42,709 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |