Plan Snapshot
- Plan Sponsor: Currie/Curfin Motors
- Sponsor EIN: 363315979
- Sponsor Address: 8401 WEST ROOSEVELT ROAD, FOREST PARK, IL, 60130
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $29.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 243 | $29.9M | $337,472 | $1.5M |
| 2023 | 244 | $24.7M | $252,498 | $1.5M |
| 2022 | 220 | $20.7M | $235,560 | $1.5M |
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 |
|---|---|---|---|---|
| LIPSCHULTZ, LEVIN & GRAY, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $87,917 | $48,178 | — | — | — |
| 2023 | $65,877 | $39,786 | — | — | — |
| 2022 | $65,114 | $38,763 | — | — | — |