Plan Snapshot
- Plan Sponsor: Curology, INC.
- Sponsor EIN: 472748073
- Sponsor Address: 6195 LUSK BOULEVARD, SUITE 250, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $17.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 146 | $17.4M | $0 | $2.7M |
| 2023 | 342 | $16.7M | $0 | $3.7M |
| 2022 | 425 | $12.1M | $0 | $4.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $94,767 | — | $94,767 |
| COTA STREET INVESTMENT MANAGEMENT | INVESTMENT MGMT | $10,060 | — | $10,060 |
| SENSIBA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENSIBA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,827
- Estimated Expense Ratio: 0.603% 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 | $104,827 | $10,060 | — | — | — |
| 2023 | $73,777 | $6,628 | — | — | — |
| 2022 | $60,205 | $5,454 | $54,751 | — | — |