# Currie Partners INC 401(k) Plan
Source: https://planprovider.pro/companies/currie-partners-inc-plan

> Currie Partners INC's 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Currie Partners INC

- **Sponsor EIN:** 330223053

- **Sponsor Address:** 9820 WILLOW CREEK RD STE 400, SAN DIEGO, CA, 921311115

- **Plan Type:** 401(k)

- **Total Participants:** 4

- **Total Assets:** $607,397

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|4|$607,397|$6,745|$35,304|

| 2023|4|$498,676|$7,089|$26,691|

| 2022|4|$702,331|$5,949|$47,749|

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