# Curology, INC. 401(k) Plan
Source: https://planprovider.pro/companies/curology-inc-plan

> Curology, INC.'s 401(k) plan: 146 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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