# Curriculum Associates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/curriculum-associates-llc-401k-plan

> Curriculum Associates, LLC's 401(k) plan: 2,445 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|—|—|

## Similar Plans

- [Houghton Mifflin Harcourt Publishing Company](https://planprovider.pro/companies/houghton-mifflin-harcourt-publishing-company-401k-plan) — 2,768 participants

- [Vista Higher Learning, INC.](https://planprovider.pro/companies/vista-higher-learning-inc-401k-plan) — 198 participants

- [Houghton Mifflin Harcourt Publishing Company](https://planprovider.pro/companies/houghton-mifflin-harcourt-publishing-company-plan-001) — 195 participants

- [The Quarto Group, INC.](https://planprovider.pro/companies/the-quarto-group-inc-401k-plan) — 118 participants

- [Six Red Marbles, INC.](https://planprovider.pro/companies/six-red-marbles-inc-401k-plan) — 65 participants

- [Charlesbridge Publishing, INC.](https://planprovider.pro/companies/charlesbridge-publishing-inc-401k-plan) — 29 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/curriculum-associates-llc-401k-plan)

© 2026 PlanProvider.Pro