Plan Snapshot
- Plan Sponsor: Curriculum Associates, LLC
- Sponsor EIN: 263954988
- Sponsor Address: 153 RANGEWAY RD, NORTH BILLERICA, MA, 01862
- Plan Type: 401(k)
- Total Participants: 2,445
- Total Assets: $263.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2,445 | $263.7M | $8.5M | $26.1M |
| 2023 | 2,261 | $208.3M | $7.4M | $23.4M |
| 2022 | 2,122 | $154.4M | $8.2M | $22.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $25,883 | — | $25,883 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $20,079 | — | $20,079 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,962
- Estimated Expense Ratio: 0.017% 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 | $45,812 | $20,079 | — | — | — |
| 2023 | $27,073 | $4,939 | — | — | — |
| 2022 | $35,406 | — | — | — | — |