Plan Snapshot
- Plan Sponsor: Curry Supply Company, INC.
- Sponsor EIN: 231608076
- Sponsor Address: 1425 11TH AVENUE, ALTOONA, PA, 16601
- Plan Type: 401(k)
- Total Participants: 407
- Total Assets: $23.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 407 | $23.9M | $929,079 | $2.0M |
| 2023 | 352 | $20.1M | $721,037 | $1.6M |
| 2022 | 293 | $18.4M | $691,590 | $1.4M |
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 |
|---|---|---|---|---|
| WESSEL & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WESSEL & COMPANY — Auditor
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 | $5,148 | — | — | — | — |
| 2023 | $23,272 | — | $9,955 | — | — |
| 2022 | $20,790 | — | $6,960 | — | $13,830 |