Plan Snapshot
- Plan Sponsor: Curri INC.
- Sponsor EIN: 822782589
- Sponsor Address: PO BOX 788, VENTURA, CA, 93002
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $3.0M
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 | 112 | $3.0M | $0 | $783,114 |
| 2023 | 101 | $1.8M | $473 | $708,927 |
| 2022 | 127 | $891,664 | $0 | $555,778 |
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 |
|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | RECORDKEEPER | $15,659 | — | $15,659 |
| SILICON VALLEY ACCOUNTANCY CORP. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUMAN INTEREST ADVISOR LLC — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,659
- Estimated Expense Ratio: 0.521% 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 | $15,659 | $15,659 | — | — | — |
| 2023 | $6,385 | $6,385 | — | — | — |
| 2022 | — | — | — | — | — |