Plan Snapshot
- Plan Sponsor: Curran Group, INC.
- Sponsor EIN: 362848218
- Sponsor Address: 286 MEMORIAL COURT, CRYSTAL LAKE, IL, 60014
- Plan Type: 401(k)
- Total Participants: 1,044
- Total Assets: $226.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,044 | $226.3M | $10.2M | $6.6M |
| 2023 | 1,039 | $238.5M | $11.3M | $8.8M |
| 2022 | 1,573 | $203.1M | $10.0M | $8.3M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $232,625 | — | $232,625 |
| FIDUCIENT ADVISORS LLC | NONE | $96,187 | — | $96,187 |
| CROWE LLP | NONE | $34,277 | — | $34,277 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $363,089
- Estimated Expense Ratio: 0.160% 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 | $363,089 | $96,187 | — | $34,277 | — |
| 2023 | $318,402 | $90,013 | — | $6,300 | — |
| 2022 | $338,937 | $72,100 | — | — | $266,837 |