Plan Snapshot
- Plan Sponsor: Curious Plot, LLC
- Sponsor EIN: 473169988
- Sponsor Address: 800 WASHINGTON AVE N. #203, MINNEAPOLIS, MN, 55401
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 147
- Total Assets: $10.1M
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. |
|---|---|---|---|---|
| 2025 | 147 | $10.1M | $0 | $0 |
| 2024 | 97 | $8.7M | $367,634 | $973,506 |
| 2023 | 108 | $6.7M | $348,618 | $895,576 |
| 2022 | 87 | $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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $30,784 | $48 | $30,832 |
| ADP, INC. | Recordkeeper | $18,900 | — | $18,900 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,732
- Estimated Expense Ratio: 0.491% 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 |
|---|---|---|---|---|---|
| 2025 | $1,931,318 | $30,827 | $840 | — | — |
| 2024 | $42,709 | — | — | — | — |
| 2023 | $1,353,913 | — | — | — | — |
| 2022 | $526,124 | — | — | — | — |