Plan Snapshot
- Plan Sponsor: Curry College
- Sponsor EIN: 042199867
- Sponsor Address: 1071 BLUE HILL AVENUE, MILTON, MA, 021862302
- Plan Type: 401(k)
- Total Participants: 669
- Total Assets: $144.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 669 | $144.1M | $2.1M | $2.3M |
| 2023 | 538 | $136.4M | $663,436 | $751,117 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $64,136 | — | $64,136 |
| FIDUCIENT ADVISORS LLC | Other Service Provider | $37,394 | — | $37,394 |
| THE ANGELL PENSION GROUP INC. | Other Service Provider | $15,578 | — | $15,578 |
| CHRISTINE M MENARD | Investment Advisor | — | $13,123 | $13,123 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $130,231
- Estimated Expense Ratio: 0.090% 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 | $119,754 | $55,972 | $63,582 | — | — |
| 2023 | $21,098 | $20,498 | $600 | — | — |